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SevenBridge Financial Group’s Morgan Stanley MS Stock Holding History

SevenBridge Financial 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 		$8.53M Buy
44,661
+1,201
+3% +$208K 1.33% 16
2025
Q4 		$7.9M Sell
43,460
-153
-0.4% -$25.5K 1.27% 19
2025
Q3 		$7.41M Buy
43,613
+3,607
+9% +$533K 1.22% 18
2025
Q2 		$5.89M Buy
40,006
+2,161
+6% +$265K 1.04% 19
2025
Q1 		$4.81M Buy
37,845
+7,085
+23% +$913K 0.95% 26
2024
Q4 		$4.24M Buy
30,760
+1,647
+6% +$203K 0.8% 37
2024
Q3 		$3.89M Buy
29,113
+1,139
+4% +$115K 0.75% 41
2024
Q2 		$2.6M Buy
27,974
+137
+0.5% +$13K 0.58% 59
2024
Q1 		$2.61M Buy
27,837
+1,857
+7% +$164K 0.59% 56
2023
Q4 		$2.42M Buy
25,980
+4,285
+20% +$343K 0.57% 60
2023
Q3 		$1.77M Buy
21,695
+4,745
+28% +$412K 0.46% 67
2023
Q2 		$1.45M Buy
16,950
+2,385
+16% +$204K 0.37% 74
2023
Q1 		$1.28M Hold
14,565
– – 0.35% 78
2022
Q4 		$1.24M Hold
14,565
– – 0.36% 76
2022
Q3 		$1.15M Sell
14,565
-74
-0.5% -$6.24K 0.39% 71
2022
Q2 		$1.11M Sell
14,639
-164
-1% -$13.4K 0.45% 62
2022
Q1 		$1.29M Sell
14,803
-1,017
-6% -$98.1K 0.45% 58
2021
Q4 		$1.55M Sell
15,820
-88
-0.6% -$8.77K 0.47% 60
2021
Q3 		$1.55M Sell
15,908
-403
-2% -$39.9K 0.52% 55
2021
Q2 		$1.5M Sell
16,311
-95
-0.6% -$8.15K 0.49% 62
2021
Q1 		$1.27M Buy
16,406
+659
+4% +$50.5K 0.46% 64
2020
Q4 		$1.08M Buy
15,747
+25
+0.2% +$1.43K 0.42% 65
2020
Q3 		$760K Buy
15,722
+435
+3% +$21.9K 0.35% 74
2020
Q2 		$738K Sell
15,287
-937
-6% -$39.4K 0.37% 71
2020
Q1 		$552K Buy
16,224
+150
+0.9% +$7.07K 0.32% 77
2019
Q4 		$822K Sell
16,074
-700
-4% -$33.1K 0.21% 77
2019
Q3 		$716K Sell
16,774
-4,325
-20% -$185K 0.38% 70
2019
Q2 		$924K Buy
21,099
+855
+4% +$38.1K 0.33% 67
2019
Q1 		$854K Buy
20,244
+1,534
+8% +$64.6K 0.32% 71
2018
Q4 		$742K Buy
18,710
+15,451
+474% +$674K 0.45% 58
2018
Q3 		$152K Sell
3,259
-1,141
-26% -$55.7K 0.08% 147
2018
Q2 		$209K Sell
4,400
-100
-2% -$5.22K 0.12% 134
2018
Q1 		$243K Sell
4,500
-118
-3% -$6.53K 0.14% 124
2017
Q4 		$242K Hold
4,618
– – 0.13% 126
2017
Q3 		$222K Sell
4,618
-735
-14% -$34.1K 0.13% 132
2017
Q2 		$239K Hold
5,353
– – 0.15% 124
2017
Q1 		$225K Sell
5,353
-1,421
-21% -$63.1K 0.15% 124
2016
Q4 		$215K Hold
6,774
– – 0.16% 125
2016
Q3 		$215K Sell
6,774
-2,432
-26% -$72.5K 0.16% 125
2016
Q2 		$239K Buy
+9,206
New +$241K 0.17% 116

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

SevenBridge Financial Group's MS Position: Q1 2026 in Review

SevenBridge Financial Group increased its Morgan Stanley (MS) stake by 2.8% in Q1 2026, buying an estimated $208K and bringing the position to 44,661 shares worth $8.53M. The position accounts for 1.33% of the portfolio, ranked #16.

SevenBridge Financial Group first reported a position in MS in Q2 2016 and has held it in 40 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SevenBridge Financial Group held 44,661 shares of Morgan Stanley worth $8.53M as of Q1 2026.
  • SevenBridge Financial Group bought 1,201 Morgan Stanley shares in Q1 2026, an estimated $208K.
  • Morgan Stanley made up 1.33% of SevenBridge Financial Group's portfolio in Q1 2026, its #16 holding.
  • SevenBridge Financial Group first reported a position in Morgan Stanley in Q2 2016 and has held it in 40 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.