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SNS Financial Group’s Microsoft MSFT Stock Holding History

SNS Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$67K – 245
2021
Q4 		$67K Buy
200
+100
+100% +$32.4K 0.01% 227
2021
Q3 		$28K Sell
100
-100
-50% -$29.1K ﹤0.01% 222
2021
Q2 		$54K Hold
200
– – 0.01% 215
2021
Q1 		$47K Sell
200
-5,700
-97% -$1.32M 0.01% 204
2020
Q4 		$1.31M Buy
+5,900
New +$1.27M 0.19% 76
2019
Q2 		– Sell
-1,000
Closed -$118K – 218
2019
Q1 		$118K Buy
+1,000
New +$109K 0.03% 179

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SNS Financial Group's MSFT Position: Q1 2026 in Review

SNS Financial Group reduced its Microsoft (MSFT) stake by 3.3% in Q1 2026, selling an estimated $295K and leaving 20,469 shares worth $7.58M. The position accounts for 0.65% of the portfolio, ranked #23.

SNS Financial Group first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.2M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SNS Financial Group held 20,469 shares of Microsoft worth $7.58M as of Q1 2026.
  • SNS Financial Group sold 706 Microsoft shares in Q1 2026, an estimated $295K.
  • Microsoft made up 0.65% of SNS Financial Group's portfolio in Q1 2026, its #23 holding.
  • SNS Financial Group first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
  • SNS Financial Group's Microsoft position peaked at $10.2M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.