NB
MS icon

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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NBT Bank's MS Position: Q1 2026 in Review

NBT Bank reduced its Morgan Stanley (MS) stake by 0.37% in Q1 2026, selling an estimated $8.66K and leaving 13,290 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #135.

NBT Bank first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • NBT Bank held 13,290 shares of Morgan Stanley worth $2.19M as of Q1 2026.
  • NBT Bank sold 50 Morgan Stanley shares in Q1 2026, an estimated $8.66K.
  • Morgan Stanley made up 0.14% of NBT Bank's portfolio in Q1 2026, its #135 holding.
  • NBT Bank first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • NBT Bank's Morgan Stanley position peaked at $2.35M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.