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North Dallas Bank & Trust’s Morgan Stanley MS Stock Holding History

North Dallas Bank & Trust’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 		$2.33M Sell
11,169
-173
-2% -$34.3K 1.38% 19
2026
Q1 		$1.87M Sell
11,342
-186
-2% -$32.2K 1.26% 24
2025
Q4 		$2.05M Buy
+11,528
New +$1.92M 1.33% 20
2025
Q2 		$1.65M Buy
+11,698
New +$1.44M 1.25% 25

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
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

North Dallas Bank & Trust's MS Position: Q2 2026 in Review

North Dallas Bank & Trust reduced its Morgan Stanley (MS) stake by 1.5% in Q2 2026, selling an estimated $34.3K and leaving 11,169 shares worth $2.33M. The position accounts for 1.38% of the portfolio, ranked #19.

North Dallas Bank & Trust first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • North Dallas Bank & Trust held 11,169 shares of Morgan Stanley worth $2.33M as of Q2 2026.
  • North Dallas Bank & Trust sold 173 Morgan Stanley shares in Q2 2026, an estimated $34.3K.
  • Morgan Stanley made up 1.38% of North Dallas Bank & Trust's portfolio in Q2 2026, its #19 holding.
  • North Dallas Bank & Trust first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.