SS
MORN icon

SBI Securities’s Morningstar MORN Stock Holding History

SBI Securities’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312 Hold
2
– – ﹤0.01% 3189
2026
Q1 		$338 Hold
2
– – ﹤0.01% 3030
2025
Q4 		$435 Hold
2
– – ﹤0.01% 2917
2025
Q3 		$464 Hold
2
– – ﹤0.01% 3000
2025
Q2 		$628 Hold
2
– – ﹤0.01% 2870
2025
Q1 		$600 Sell
2
-19
-90% -$5.98K ﹤0.01% 2793
2024
Q4 		$7.07K Buy
+21
New +$7.17K ﹤0.01% 1788

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SBI Securities's MORN Position: Q2 2026 in Review

SBI Securities held its Morningstar (MORN) position steady in Q2 2026 at 2 shares worth $312. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

SBI Securities first reported a position in MORN in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.07K in Q4 2024. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • SBI Securities held 2 shares of Morningstar worth $312 as of Q2 2026.
  • SBI Securities left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3189 holding.
  • SBI Securities first reported a position in Morningstar in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Morningstar position peaked at $7.07K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.