RIG
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RiverFront Investment Group’s Morgan Stanley MS Stock Holding History

RiverFront Investment Group’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
Q2 		$1.32M Sell
6,330
-1,724
-21% -$341K 0.02% 212
2026
Q1 		$1.33M Buy
8,054
+2,370
+42% +$410K 0.02% 175
2025
Q4 		$1.01M Buy
5,684
+180
+3% +$30K 0.02% 163
2025
Q3 		$875K Buy
5,504
+3,808
+225% +$562K 0.02% 165
2025
Q2 		$239K Buy
+1,696
New +$208K ﹤0.01% 283

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RiverFront Investment Group's MS Position: Q2 2026 in Review

RiverFront Investment Group reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $341K and leaving 6,330 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #212.

RiverFront Investment Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2026. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RiverFront Investment Group held 6,330 shares of Morgan Stanley worth $1.32M as of Q2 2026.
  • RiverFront Investment Group sold 1,724 Morgan Stanley shares in Q2 2026, an estimated $341K.
  • Morgan Stanley made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #212 holding.
  • RiverFront Investment Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • RiverFront Investment Group's Morgan Stanley position peaked at $1.33M in Q1 2026.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.