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Bank & Trust Company’s Morgan Stanley MS Stock Holding History

Bank & Trust Company’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 		$55.4K Hold
265
– – 0.04% 156
2026
Q1 		$43.6K Hold
265
– – 0.03% 164
2025
Q4 		$47K Hold
265
– – 0.03% 159
2025
Q3 		$42.1K Hold
265
– – 0.03% 161
2025
Q2 		$37.3K Hold
265
– – 0.03% 162
2025
Q1 		$30.9K Hold
265
– – 0.03% 166
2024
Q4 		$33.3K Hold
265
– – 0.03% 163
2024
Q3 		$27.6K Hold
265
– – 0.02% 167
2024
Q2 		$25.8K Buy
+265
New +$25.2K 0.02% 172

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

Bank & Trust Company's MS Position: Q2 2026 in Review

Bank & Trust Company held its Morgan Stanley (MS) position steady in Q2 2026 at 265 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #156.

Bank & Trust Company first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 890 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bank & Trust Company held 265 shares of Morgan Stanley worth $55.4K as of Q2 2026.
  • Bank & Trust Company left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of Bank & Trust Company's portfolio in Q2 2026, its #156 holding.
  • Bank & Trust Company first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.