SFG
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Sovereign Financial Group’s Morgan Stanley MS Stock Holding History

Sovereign 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 		$1.01M Sell
4,843
-57
-1% -$11.3K 0.15% 120
2026
Q1 		$806K Buy
4,900
+44
+0.9% +$7.62K 0.14% 137
2025
Q4 		$862K Buy
4,856
+212
+5% +$35.4K 0.15% 128
2025
Q3 		$738K Buy
4,644
+119
+3% +$17.6K 0.14% 136
2025
Q2 		$637K Buy
+4,525
New +$556K 0.13% 141

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Sovereign Financial Group reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $11.3K and leaving 4,843 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #120.

Sovereign Financial Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sovereign Financial Group held 4,843 shares of Morgan Stanley worth $1.01M as of Q2 2026.
  • Sovereign Financial Group sold 57 Morgan Stanley shares in Q2 2026, an estimated $11.3K.
  • Morgan Stanley made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #120 holding.
  • Sovereign Financial Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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