Riverbend Wealth Management’s Morgan Stanley MS Stock Holding History

Riverbend Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$788K	Buy	4,192 +61	+1%	+$13K	0.36%	75
2026 Q2	$864K	Buy	4,131 +112	+3%	+$22.2K	0.43%	64
2026 Q1	$661K	Sell	4,019 -778	-16%	-$135K	0.38%	74
2025 Q4	$852K	Buy	4,797 +3,126	+187%	+$521K	0.53%	52
2025 Q3	$266K	Sell	1,671 -33	-2%	-$4.87K	0.19%	117
2025 Q2	$240K	Buy	+1,704	New	+$209K	0.18%	122
2025 Q1	–	Sell	-1,647	Closed	-$209K	–	122
2024 Q4	$209K	Buy	+1,647	New	+$203K	0.19%	112

Other funds holding MS

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Riverbend Wealth Management's MS Position: Q3 2026 in Review

Riverbend Wealth Management increased its Morgan Stanley (MS) stake by 1.5% in Q3 2026, buying an estimated $13K and bringing the position to 4,192 shares worth $788K. The position accounts for 0.36% of the portfolio, ranked #75.

Riverbend Wealth Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $864K in Q2 2026. 1,188 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Riverbend Wealth Management held 4,192 shares of Morgan Stanley worth $788K as of Q3 2026.
Riverbend Wealth Management bought 61 Morgan Stanley shares in Q3 2026, an estimated $13K.
Morgan Stanley made up 0.36% of Riverbend Wealth Management's portfolio in Q3 2026, its #75 holding.
Riverbend Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Morgan Stanley position peaked at $864K in Q2 2026.
1,188 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.