NBT Bank
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
Q3 		$2.44M Sell
12,960
-25
-0.2% -$5.31K 0.17% 120
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

NBT Bank's MS Position: Q3 2026 in Review

NBT Bank reduced its Morgan Stanley (MS) stake by 0.19% in Q3 2026, selling an estimated $5.31K and leaving 12,960 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #120.

NBT Bank first reported a position in MS in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.71M in Q2 2026. 833 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • NBT Bank held 12,960 shares of Morgan Stanley worth $2.44M as of Q3 2026.
  • NBT Bank sold 25 Morgan Stanley shares in Q3 2026, an estimated $5.31K.
  • Morgan Stanley made up 0.17% of NBT Bank's portfolio in Q3 2026, its #120 holding.
  • NBT Bank first reported a position in Morgan Stanley in Q4 2020 and has held it in 24 quarters since.
  • NBT Bank's Morgan Stanley position peaked at $2.71M in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.