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Physician Wealth Advisors’s Midland States Bancorp MSBI Stock Holding History

Physician Wealth Advisors’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-237
Closed -$4.06K – 2113
2025
Q3 		$4.06K Hold
237
– – ﹤0.01% 983
2025
Q2 		$4.11K Buy
+237
New +$4.01K ﹤0.01% 848

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Physician Wealth Advisors's MSBI Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Midland States Bancorp (MSBI) in Q4 2025, closing a stake of 237 shares — an estimated $4.06K sold.

Physician Wealth Advisors first reported a position in MSBI in Q2 2025 and held it in 2 quarters. The position peaked at $4.11K in Q2 2025. 139 funds tracked by Wall St. Rank hold MSBI as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Midland States Bancorp position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 237 Midland States Bancorp shares in Q4 2025, an estimated $4.06K.
  • Physician Wealth Advisors first reported a position in Midland States Bancorp in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Midland States Bancorp position peaked at $4.11K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Midland States Bancorp as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.