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TS Financial Group (TSFG)’s Morgan Stanley MS Stock Holding History

TS Financial Group (TSFG)’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 		$256K Buy
1,223
+154
+14% +$30.5K 0.03% 173
2026
Q1 		$176K Buy
1,069
+2
+0.2% +$346 0.03% 195
2025
Q4 		$190K Buy
1,067
+1
+0.1% +$167 0.03% 175
2025
Q3 		$169K Buy
1,066
+2
+0.2% +$295 0.03% 188
2025
Q2 		$150K Buy
1,064
+116
+12% +$14.2K 0.03% 184
2025
Q1 		$111K Buy
948
+357
+60% +$46K 0.02% 206
2024
Q4 		$74K Sell
591
-8
-1% -$985 0.02% 249
2024
Q3 		$62K Sell
599
-74
-11% -$7.45K 0.01% 271
2024
Q2 		$65K Buy
673
+137
+26% +$13K 0.02% 247
2024
Q1 		$50K Sell
536
-6
-1% -$528 0.01% 271
2023
Q4 		$51K Sell
542
-78
-13% -$6.24K 0.02% 283
2023
Q3 		$51K Hold
620
– – 0.02% 281
2023
Q2 		$53K Buy
620
+107
+21% +$9.15K 0.02% 276
2023
Q1 		$45K Sell
513
-210
-29% -$19.6K 0.02% 296
2022
Q4 		$61K Buy
723
+1
+0.1% +$85 0.02% 260
2022
Q3 		$57K Sell
722
-68
-9% -$5.73K 0.03% 248
2022
Q2 		$60K Sell
790
-50
-6% -$4.09K 0.03% 257
2022
Q1 		$73K Buy
840
+1
+0.1% +$96 0.03% 252
2021
Q4 		$82K Hold
839
– – 0.03% 246
2021
Q3 		$82K Hold
839
– – 0.03% 245
2021
Q2 		$77K Buy
839
+27
+3% +$2.31K 0.03% 255
2021
Q1 		$63K Buy
812
+100
+14% +$7.66K 0.03% 237
2020
Q4 		$49K Buy
712
+108
+18% +$6.2K 0.03% 256
2020
Q3 		$29K Hold
604
– – 0.02% 288
2020
Q2 		$29K Hold
604
– – 0.02% 280
2020
Q1 		$21K Hold
604
– – 0.02% 283
2019
Q4 		$31K Hold
604
– – 0.02% 281
2019
Q3 		$26K Buy
604
+372
+160% +$15.9K 0.02% 284
2019
Q2 		$10K Hold
232
– – 0.01% 409
2019
Q1 		$10K Buy
+232
New +$9.76K 0.01% 397

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TS Financial Group (TSFG)'s MS Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,223 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #173.

TS Financial Group (TSFG) first reported a position in MS in Q1 2019 and has held it in 30 quarters since. 927 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TS Financial Group (TSFG) held 1,223 shares of Morgan Stanley worth $256K as of Q2 2026.
  • TS Financial Group (TSFG) bought 154 Morgan Stanley shares in Q2 2026, an estimated $30.5K.
  • Morgan Stanley made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #173 holding.
  • TS Financial Group (TSFG) first reported a position in Morgan Stanley in Q1 2019 and has held it in 30 quarters since.
  • 927 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.