Independence Bank of Kentucky’s Morgan Stanley MS Stock Holding History

Independence Bank of Kentucky’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	$2.28M	Sell	10,923 -197	-2%	-$39K	0.26%	79
2026 Q1	$1.83M	Sell	11,120 -186	-2%	-$32.2K	0.23%	88
2025 Q4	$2.01M	Sell	11,306 -21	-0.2%	-$3.5K	0.25%	80
2025 Q3	$1.8M	Sell	11,327 -416	-4%	-$61.4K	0.23%	87
2025 Q2	$1.65M	Buy	11,743 +9	+0.1%	+$1.1K	0.23%	91
2025 Q1	$1.37M	Sell	11,734 -111	-0.9%	-$14.3K	0.21%	100
2024 Q4	$1.49M	Sell	11,845 -254	-2%	-$31.3K	0.23%	93
2024 Q3	$1.26M	Buy	12,099 +8,114	+204%	+$817K	0.27%	96
2024 Q2	$387K	Buy	3,985 +981	+33%	+$93.4K	0.1%	182
2024 Q1	$283K	Buy	3,004 +590	+24%	+$52K	0.08%	190
2023 Q4	$225K	Sell	2,414 -90	-4%	-$7.2K	0.08%	192
2023 Q3	$205K	Buy	2,504 +405	+19%	+$35.2K	0.09%	171
2023 Q2	$179K	Buy	2,099 +45	+2%	+$3.85K	0.07%	174
2023 Q1	$180K	Buy	2,054 +550	+37%	+$51.3K	0.08%	167
2022 Q4	$128K	Buy	1,504 +140	+10%	+$11.9K	0.06%	194
2022 Q3	$108K	Hold	1,364	–	–	0.05%	191
2022 Q2	$104K	Hold	1,364	–	–	0.05%	200
2022 Q1	$119K	Hold	1,364	–	–	0.05%	199
2021 Q4	$134K	Hold	1,364	–	–	0.05%	184
2021 Q3	$133K	Buy	1,364 +36	+3%	+$3.57K	0.06%	180
2021 Q2	$122K	Sell	1,328 -100	-7%	-$8.57K	0.05%	182
2021 Q1	$111K	Sell	1,428 -1,158	-45%	-$88.7K	0.05%	184
2020 Q4	$177K	Buy	2,586 +1,386	+116%	+$79.5K	0.09%	145
2020 Q3	$58K	Sell	1,200 -500	-29%	-$25.2K	0.03%	205
2020 Q2	$82K	Sell	1,700 -200	-11%	-$8.4K	0.05%	173
2020 Q1	$65K	Sell	1,900 -600	-24%	-$28.3K	0.05%	175
2019 Q4	$128K	Hold	2,500	–	–	0.08%	147
2019 Q3	$107K	Hold	2,500	–	–	0.08%	154
2019 Q2	$110K	Hold	2,500	–	–	0.09%	137
2019 Q1	$106K	Sell	2,500 -400	-14%	-$16.8K	0.09%	136
2018 Q4	$115K	Sell	2,900 -200	-6%	-$8.73K	0.1%	122
2018 Q3	$144K	Sell	3,100 -500	-14%	-$24.4K	0.11%	120
2018 Q2	$171K	Hold	3,600	–	–	0.14%	108
2018 Q1	$194K	Sell	3,600 -200	-5%	-$11.1K	0.17%	108
2017 Q4	$199K	Buy	+3,800	New	+$192K	0.17%	110

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Independence Bank of Kentucky's MS Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $39K and leaving 10,923 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #79.

Independence Bank of Kentucky first reported a position in MS in Q4 2017 and has held it in 35 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Independence Bank of Kentucky held 10,923 shares of Morgan Stanley worth $2.28M as of Q2 2026.
Independence Bank of Kentucky sold 197 Morgan Stanley shares in Q2 2026, an estimated $39K.
Morgan Stanley made up 0.26% of Independence Bank of Kentucky's portfolio in Q2 2026, its #79 holding.
Independence Bank of Kentucky first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.