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Dakota Community Bank & Trust’s Morgan Stanley MS Stock Holding History

Dakota Community Bank & Trust’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 		$285K Sell
1,362
-34
-2% -$6.73K 0.88% 35
2026
Q1 		$230K Sell
1,396
-18
-1% -$3.12K 0.78% 45
2025
Q4 		$251K Buy
1,414
+97
+7% +$16.2K 0.86% 36
2025
Q3 		$209K Buy
1,317
+268
+26% +$39.6K 0.83% 50
2025
Q2 		$148K Buy
1,049
+43
+4% +$5.28K 0.66% 60
2025
Q1 		$117K Buy
1,006
+45
+5% +$5.8K 0.57% 67
2024
Q4 		$121K Sell
961
-81
-8% -$9.98K 0.57% 64
2024
Q3 		$109K Hold
1,042
– – 0.55% 69
2024
Q2 		$101K Buy
1,042
+180
+21% +$17.1K 0.54% 68
2024
Q1 		$81.2K Buy
+862
New +$75.9K 0.44% 73

Other funds holding MS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Dakota Community Bank & Trust reduced its Morgan Stanley (MS) stake by 2.4% in Q2 2026, selling an estimated $6.73K and leaving 1,362 shares worth $285K. The position accounts for 0.88% of the portfolio, ranked #35.

Dakota Community Bank & Trust first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 1,327 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dakota Community Bank & Trust held 1,362 shares of Morgan Stanley worth $285K as of Q2 2026.
  • Dakota Community Bank & Trust sold 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
  • Morgan Stanley made up 0.88% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #35 holding.
  • Dakota Community Bank & Trust first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2026, filed 15 Jul 2026.