SMFG
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Sumitomo Mitsui Financial Group’s Morgan Stanley MS Stock Holding History

Sumitomo Mitsui 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 		$62.7K Buy
+300
New +$59.4K ﹤0.01% 186
2026
Q1 		– Sell
-1,000
Closed -$180K – 209
2025
Q4 		$180K Buy
+1,000
New +$167K ﹤0.01% 126
2025
Q3 		– Sell
-200
Closed -$28.1K – 221
2025
Q2 		$28.1K Buy
+200
New +$24.6K ﹤0.01% 205
2022
Q2 		– Sell
-9,000
Closed -$812K – 209
2022
Q1 		$812K Sell
9,000
-500
-5% -$48.2K 0.02% 127
2021
Q4 		$938K Buy
9,500
+675
+8% +$67.2K 0.03% 113
2021
Q3 		$879K Buy
+8,825
New +$874K 0.02% 118
2021
Q2 		– Sell
-8,725
Closed -$690K – 185
2021
Q1 		$690K Buy
+8,725
New +$669K 0.02% 117
2020
Q3 		– Sell
-200
Closed -$9K – 165
2020
Q2 		$9K Buy
+200
New +$8.4K ﹤0.01% 141
2020
Q1 		– Sell
-15,000
Closed -$766K – 146
2019
Q4 		$766K Buy
15,000
+14,162
+1,690% +$670K 0.06% 73
2019
Q3 		$36K Buy
+838
New +$35.8K ﹤0.01% 120
2019
Q2 		– Sell
-755
Closed -$32K – 128
2019
Q1 		$32K Buy
+755
New +$31.8K ﹤0.01% 110
2018
Q4 		– Sell
-848
Closed -$41K – 119
2018
Q3 		$41K Sell
848
-7,882
-90% -$385K ﹤0.01% 103
2018
Q2 		$422K Buy
+8,730
New +$456K 0.04% 63
2017
Q4 		– Sell
-12,528
Closed -$603K – 115
2017
Q3 		$603K Buy
+12,528
New +$581K 0.07% 56

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sumitomo Mitsui Financial Group's MS Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in Morgan Stanley (MS) in Q2 2026: 300 shares worth $62.7K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in MS as recently as Q4 2025.

Sumitomo Mitsui Financial Group first reported a position in MS in Q3 2017 and has held it in 14 quarters since. The position peaked at $938K in Q4 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 300 shares of Morgan Stanley worth $62.7K as of Q2 2026.
  • Morgan Stanley was a new Sumitomo Mitsui Financial Group position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #186 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Morgan Stanley in Q3 2017 and has held it in 14 quarters since.
  • Sumitomo Mitsui Financial Group's Morgan Stanley position peaked at $938K in Q4 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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