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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 $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.