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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
2020
Q1 		– Sell
-9
Closed -$1.64M – 142
2019
Q4 		$1.64M Buy
+9
New +$426 0.43% 51
2019
Q3 		– Sell
-9
Closed -$923K – 419
2019
Q2 		$923K Hold
9
– – 0.33% 68
2019
Q1 		$1.05M Buy
+9
New +$379 0.39% 61

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

SevenBridge Financial Group's MS Position: Q2 2026 in Review

SevenBridge Financial Group increased its Morgan Stanley (MS) stake by 1.2% in Q2 2026, buying an estimated $106K and bringing the position to 45,197 shares worth $9.78M. The position accounts for 1.44% of the portfolio, ranked #15.

SevenBridge Financial Group first reported a position in MS in Q2 2016 and has held it in 41 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SevenBridge Financial Group held 45,197 shares of Morgan Stanley worth $9.78M as of Q2 2026.
  • SevenBridge Financial Group bought 536 Morgan Stanley shares in Q2 2026, an estimated $106K.
  • Morgan Stanley made up 1.44% of SevenBridge Financial Group's portfolio in Q2 2026, its #15 holding.
  • SevenBridge Financial Group first reported a position in Morgan Stanley in Q2 2016 and has held it in 41 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.