NB
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NBT Bank’s Morgan Stanley MS Stock Holding History

NBT 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 		$2.71M Sell
12,985
-305
-2% -$60.4K 0.18% 114
2026
Q1 		$2.19M Sell
13,290
-50
-0.4% -$8.66K 0.14% 135
2025
Q4 		$2.35M Sell
13,340
-156
-1% -$26K 0.15% 134
2025
Q3 		$2.14M Sell
13,496
-1
-0% -$148 0.14% 141
2025
Q2 		$1.9M Sell
13,497
-250
-2% -$30.7K 0.13% 151
2025
Q1 		$1.6M Sell
13,747
-277
-2% -$35.7K 0.12% 167
2024
Q4 		$1.76M Sell
14,024
-1,263
-8% -$156K 0.12% 162
2024
Q3 		$1.59M Sell
15,287
-150
-1% -$15.1K 0.11% 177
2024
Q2 		$1.5M Buy
15,437
+8,404
+119% +$800K 0.11% 178
2024
Q1 		$662K Sell
7,033
-60
-0.8% -$5.28K 0.05% 242
2023
Q4 		$661K Buy
7,093
+51
+0.7% +$4.08K 0.05% 237
2023
Q3 		$575K Buy
7,042
+4,060
+136% +$353K 0.06% 208
2023
Q2 		$255K Sell
2,982
-325
-10% -$27.8K 0.04% 233
2023
Q1 		$290K Buy
3,307
+75
+2% +$7K 0.04% 215
2022
Q4 		$275K Buy
3,232
+300
+10% +$25.6K 0.04% 216
2022
Q3 		$232K Hold
2,932
– – 0.04% 211
2022
Q2 		$223K Hold
2,932
– – 0.03% 220
2022
Q1 		$256K Hold
2,932
– – 0.03% 218
2021
Q4 		$288K Sell
2,932
-271
-8% -$27K 0.04% 212
2021
Q3 		$312K Hold
3,203
– – 0.04% 202
2021
Q2 		$294K Buy
3,203
+12
+0.4% +$1.03K 0.04% 206
2021
Q1 		$248K Hold
3,191
– – 0.04% 212
2020
Q4 		$219K Buy
+3,191
New +$183K 0.03% 213

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NBT Bank's MS Position: Q2 2026 in Review

NBT Bank reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $60.4K and leaving 12,985 shares worth $2.71M. The position accounts for 0.18% of the portfolio, ranked #114.

NBT Bank first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • NBT Bank held 12,985 shares of Morgan Stanley worth $2.71M as of Q2 2026.
  • NBT Bank sold 305 Morgan Stanley shares in Q2 2026, an estimated $60.4K.
  • Morgan Stanley made up 0.18% of NBT Bank's portfolio in Q2 2026, its #114 holding.
  • NBT Bank first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.