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MORGAN STANLEY: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on EFG, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 5,350,855 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,350,855 shares
    Change vs previous 13F +589,550 shares

    0.04% of the 13F portfolio, value $665,753,601.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,761,305 shares
    Change vs previous 13F +2,151,529 shares

    0.03% of the 13F portfolio, value $530,266,745.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,609,776 shares
    Change vs previous 13F -324,902 shares

    0.02% of the 13F portfolio, value $297,305,827.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,934,678 shares
    Change vs previous 13F -1,213,205 shares

    0.02% of the 13F portfolio, value $334,201,265.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,147,883 shares
    Change vs previous 13F +233,941 shares

    0.03% of the 13F portfolio, value $464,562,992.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,913,942 shares
    Change vs previous 13F -1,027,735 shares

    0.03% of the 13F portfolio, value $391,394,250.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 4,941,677 shares
    Change vs previous 13F +406,903 shares

    0.03% of the 13F portfolio, value $478,502,705.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 4,534,774 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $488,168,512.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).