Silver Grove Financial Group’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$156 Buy
+1
New +$174 ﹤0.01% 2271

Other funds holding MORN

Silver Grove Financial Group's MORN Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Morningstar (MORN) in Q2 2026: 1 share worth $156. The stake represents ﹤0.01% of the portfolio and ranks #2271 among its holdings.

419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Silver Grove Financial Group held 1 share of Morningstar worth $156 as of Q2 2026.
  • Morningstar was a new Silver Grove Financial Group position in Q2 2026.
  • Morningstar made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2271 holding.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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