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MORGAN STANLEY: PFG position timeline

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

MORGAN STANLEY held 2,988,144 PFG 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 2,988,144 shares
    Change vs previous 13F -18,143 shares

    0.02% of the 13F portfolio, value $322,062,387.

    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 3,006,287 shares
    Change vs previous 13F -73,570 shares

    0.02% of the 13F portfolio, value $270,896,800.

    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 3,079,857 shares
    Change vs previous 13F +55,669 shares

    0.02% of the 13F portfolio, value $271,674,395.

    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 3,024,188 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $250,735,660.

    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).