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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RiverFront Investment Group's MS Position: Q1 2026 in Review

RiverFront Investment Group increased its Morgan Stanley (MS) stake by 42% in Q1 2026, buying an estimated $410K and bringing the position to 8,054 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #175.

RiverFront Investment Group first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • RiverFront Investment Group held 8,054 shares of Morgan Stanley worth $1.33M as of Q1 2026.
  • RiverFront Investment Group bought 2,370 Morgan Stanley shares in Q1 2026, an estimated $410K.
  • Morgan Stanley made up 0.02% of RiverFront Investment Group's portfolio in Q1 2026, its #175 holding.
  • RiverFront Investment Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.