Morgan Stanley
BSBK icon

Morgan Stanley’s Bogota Financial BSBK Stock Holding History

Morgan Stanley’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-131
Closed -$1K – 8121
2025
Q1 		$1K Buy
+131
New +$1.02K ﹤0.01% 7279
2023
Q2 		– Sell
-952
Closed -$9.52K – 7659
2023
Q1 		$9.52K Sell
952
-3,213
-77% -$35.9K ﹤0.01% 6901
2022
Q4 		$46.6K Buy
4,165
+4,156
+46,178% +$46.9K ﹤0.01% 6324
2022
Q3 		$0 Buy
+9
New +$100 ﹤0.01% 7712
2022
Q1 		– Sell
-32
Closed – – 7970
2021
Q4 		$0 Sell
32
-36
-53% -$369 ﹤0.01% 7980
2021
Q3 		$0 Sell
68
-6,620
-99% -$68.5K ﹤0.01% 7935
2021
Q2 		$68K Sell
6,688
-4,191
-39% -$42K ﹤0.01% 6524
2021
Q1 		$111K Sell
10,879
-4,477
-29% -$42.5K ﹤0.01% 5950
2020
Q4 		$137K Buy
15,356
+11,597
+309% +$98.3K ﹤0.01% 5782
2020
Q3 		$29K Sell
3,759
-987
-21% -$7.65K ﹤0.01% 5915
2020
Q2 		$42K Buy
4,746
+3,350
+240% +$28.1K ﹤0.01% 5729
2020
Q1 		$10K Buy
+1,396
New +$13.8K ﹤0.01% 6007

Other funds holding BSBK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's BSBK Position: Q2 2025 in Review

Morgan Stanley sold out of Bogota Financial (BSBK) in Q2 2025, closing a stake of 131 shares — an estimated $1K sold.

Morgan Stanley first reported a position in BSBK in Q1 2020 and held it in 12 quarters. The position peaked at $137K in Q4 2020. 14 funds tracked by Wall St. Rank hold BSBK as of Q2 2025.

  • Morgan Stanley reported no remaining Bogota Financial position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 131 Bogota Financial shares in Q2 2025, an estimated $1K.
  • Morgan Stanley first reported a position in Bogota Financial in Q1 2020 and held it in 12 quarters.
  • Morgan Stanley's Bogota Financial position peaked at $137K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Bogota Financial as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.