Financiere des Professionnels - Fonds d'investissement inc. MS — MORGAN STANLEY

Ownership history in Financiere des Professionnels - Fonds d'investissement inc.  ·  2 quarters on record

AI Ownership Summary

Financiere des Professionnels - Fonds d'investissement inc. reported MORGAN STANLEY (MS) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.6% in 2026 Q2. The latest visible filing shows MS at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financiere des Professionnels - Fonds d'investissement inc.'s position in MORGAN STANLEY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MS was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MS stock page Financiere des Professionnels - Fonds d'investissement inc. fund profile Financiere des Professionnels - Fonds d'investissement inc. full holdings
How Financiere des Professionnels - Fonds d'investissement inc. held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5.7% -6.9% ✅ 50,759 -3,040 -5.7% 0.60% $10.6M 2026-08-05 $218.27
2026 Q1 INITIATED — — — 53,799 — — 0.52% $8.9M 2026-05-06 $192.29

🏢 Other funds also holding MS

As of 2026 Q3 — sorted by position size

Geremia Financial Services, LLC 7.18% Morangie Management LLC 6.09% LDIC Inc. 5.75% Hamlin Capital Management, LLC 3Y 7Y 5.45% NIGHTVIEW CAPITAL, LLC 3Y 7Y 5.39% Baugh & Associates, LLC 3Y 7Y 4.29% Westbourne Investment Advisors, Inc. 3Y 7Y 3.34% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 3.18% Titan Investment Management LLC 2.97% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 2.95%

FAQ About Financiere des Professionnels - Fonds d'investissement inc. and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financiere des Professionnels - Fonds d'investissement inc. reported owning MS?

Financiere des Professionnels - Fonds d'investissement inc. reported MS across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MS position in Financiere des Professionnels - Fonds d'investissement inc.'s portfolio?

The largest reported portfolio weight for MS was 0.60% in 2026 Q2.

What is the latest reported MS position on this page?

The most recent filing on this page is 2026 Q2, when Financiere des Professionnels - Fonds d'investissement inc. reported 50,759 shares, equal to 0.60% of portfolio, with an estimated market value of $10.6M.

What does the chart on this MS ownership page compare?

The chart compares Financiere des Professionnels - Fonds d'investissement inc.'s quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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