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Old Second National Bank of Aurora’s Morgan Stanley MS Stock Holding History

Old Second National Bank of Aurora’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 		$10.9M Sell
52,374
-3,177
-6% -$629K 2.06% 13
2026
Q1 		$9.14M Buy
55,551
+2,791
+5% +$483K 1.89% 13
2025
Q4 		$9.37M Buy
52,760
+94
+0.2% +$15.7K 1.87% 13
2025
Q3 		$8.37M Sell
52,666
-446
-0.8% -$65.9K 1.72% 13
2025
Q2 		$7.48M Sell
53,112
-662
-1% -$81.3K 1.63% 14
2025
Q1 		$6.27M Buy
53,774
+1,829
+4% +$236K 1.48% 18
2024
Q4 		$6.53M Sell
51,945
-1,320
-2% -$163K 1.48% 16
2024
Q3 		$5.55M Sell
53,265
-990
-2% -$99.7K 1.34% 20
2024
Q2 		$5.27M Sell
54,255
-1,030
-2% -$98K 1.35% 18
2024
Q1 		$5.21M Sell
55,285
-865
-2% -$76.2K 1.35% 20
2023
Q4 		$5.24M Sell
56,150
-880
-2% -$70.4K 1.44% 17
2023
Q3 		$4.66M Sell
57,030
-1,691
-3% -$147K 1.42% 17
2023
Q2 		$5.01M Sell
58,721
-673
-1% -$57.6K 1.45% 16
2023
Q1 		$5.21M Sell
59,394
-5,116
-8% -$477K 1.52% 15
2022
Q4 		$5.48M Sell
64,510
-936
-1% -$79.8K 1.62% 13
2022
Q3 		$5.17M Sell
65,446
-965
-1% -$81.3K 1.59% 16
2022
Q2 		$5.05M Sell
66,411
-725
-1% -$59.4K 1.41% 18
2022
Q1 		$5.87M Buy
67,136
+16,074
+31% +$1.55M 1.47% 17
2021
Q4 		$3.42M Sell
51,062
-14,256
-22% -$1.42M 1.02% 31
2021
Q3 		$6.36M Sell
65,318
-668
-1% -$66.2K 1.71% 15
2021
Q2 		$6.05M Buy
65,986
+15,124
+30% +$1.3M 1.66% 17
2021
Q1 		$3.95M Sell
50,862
-877
-2% -$67.2K 1.1% 28
2020
Q4 		$3.54M Sell
51,739
-887
-2% -$50.9K 1.05% 31
2020
Q3 		$2.54M Buy
52,626
+13,065
+33% +$658K 0.84% 43
2020
Q2 		$1.91M Buy
39,561
+38,740
+4,719% +$1.63M 0.65% 55
2020
Q1 		$28K Hold
821
– – 0.01% 214
2019
Q4 		$42K Buy
+821
New +$38.9K 0.01% 215

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old Second National Bank of Aurora's MS Position: Q2 2026 in Review

Old Second National Bank of Aurora reduced its Morgan Stanley (MS) stake by 5.7% in Q2 2026, selling an estimated $629K and leaving 52,374 shares worth $10.9M. The position accounts for 2.06% of the portfolio, ranked #13.

Old Second National Bank of Aurora first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 953 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Old Second National Bank of Aurora held 52,374 shares of Morgan Stanley worth $10.9M as of Q2 2026.
  • Old Second National Bank of Aurora sold 3,177 Morgan Stanley shares in Q2 2026, an estimated $629K.
  • Morgan Stanley made up 2.06% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #13 holding.
  • Old Second National Bank of Aurora first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 953 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.