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Bangor Savings Bank’s Morgan Stanley MS Stock Holding History

Bangor Savings Bank’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 		$432K Hold
2,066
– – 0.03% 163
2026
Q1 		$340K Sell
2,066
-28
-1% -$4.85K 0.03% 178
2025
Q4 		$372K Sell
2,094
-73
-3% -$12.2K 0.03% 175
2025
Q3 		$344K Hold
2,167
– – 0.03% 178
2025
Q2 		$305K Buy
2,167
+2
+0.1% +$246 0.03% 182
2025
Q1 		$253K Sell
2,165
-427
-16% -$55K 0.02% 191
2024
Q4 		$326K Buy
2,592
+183
+8% +$22.5K 0.03% 181
2024
Q3 		$251K Hold
2,409
– – 0.02% 189
2024
Q2 		$234K Hold
2,409
– – 0.02% 189
2024
Q1 		$227K Hold
2,409
– – 0.02% 193
2023
Q4 		$225K Hold
2,409
– – 0.02% 191
2023
Q3 		$197K Sell
2,409
-116
-5% -$10.1K 0.02% 193
2023
Q2 		$216K Hold
2,525
– – 0.02% 188
2023
Q1 		$222K Sell
2,525
-78
-3% -$7.28K 0.03% 185
2022
Q4 		$221K Buy
2,603
+116
+5% +$9.89K 0.03% 191
2022
Q3 		$196K Hold
2,487
– – 0.02% 191
2022
Q2 		$189K Buy
+2,487
New +$204K 0.02% 202

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

Bangor Savings Bank's MS Position: Q2 2026 in Review

Bangor Savings Bank held its Morgan Stanley (MS) position steady in Q2 2026 at 2,066 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #163.

Bangor Savings Bank first reported a position in MS in Q2 2022 and has held it in 17 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bangor Savings Bank held 2,066 shares of Morgan Stanley worth $432K as of Q2 2026.
  • Bangor Savings Bank left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of Bangor Savings Bank's portfolio in Q2 2026, its #163 holding.
  • Bangor Savings Bank first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.