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Southern Financial Group’s Morgan Stanley MS Stock Holding History

Southern 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
Q2 		$612K Sell
2,926
-95
-3% -$18.8K 0.16% 33
2026
Q1 		$497K Sell
3,021
-28
-0.9% -$4.85K 0.14% 35
2025
Q4 		$541K Buy
+3,049
New +$509K 0.16% 31

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Southern Financial Group reduced its Morgan Stanley (MS) stake by 3.1% in Q2 2026, selling an estimated $18.8K and leaving 2,926 shares worth $612K. The position accounts for 0.16% of the portfolio, ranked #33.

Southern Financial Group first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,514 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Southern Financial Group held 2,926 shares of Morgan Stanley worth $612K as of Q2 2026.
  • Southern Financial Group sold 95 Morgan Stanley shares in Q2 2026, an estimated $18.8K.
  • Morgan Stanley made up 0.16% of Southern Financial Group's portfolio in Q2 2026, its #33 holding.
  • Southern Financial Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.