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Pinnacle Bancorp’s Morgan Stanley MS Stock Holding History

Pinnacle Bancorp’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 		$838K Buy
5,095
+100
+2% +$17.3K 0.25% 77
2025
Q4 		$887K Hold
4,995
– – 0.26% 67
2025
Q3 		$794K Sell
4,995
-27
-0.5% -$3.99K 0.23% 76
2025
Q2 		$707K Buy
5,022
+75
+2% +$9.21K 0.22% 83
2025
Q1 		$577K Sell
4,947
-455
-8% -$58.6K 0.19% 100
2024
Q4 		$679K Sell
5,402
-88
-2% -$10.8K 0.22% 86
2024
Q3 		$572K Buy
5,490
+540
+11% +$54.4K 0.15% 100
2024
Q2 		$481K Buy
4,950
+50
+1% +$4.76K 0.14% 104
2024
Q1 		$461K Sell
4,900
-548
-10% -$48.3K 0.14% 108
2023
Q4 		$508K Buy
5,448
+312
+6% +$25K 0.17% 98
2023
Q3 		$419K Buy
5,136
+478
+10% +$41.5K 0.15% 103
2023
Q2 		$398K Buy
4,658
+260
+6% +$22.2K 0.14% 107
2023
Q1 		$386K Buy
4,398
+18
+0.4% +$1.68K 0.14% 113
2022
Q4 		$372K Buy
4,380
+172
+4% +$14.7K 0.14% 110
2022
Q3 		$332K Buy
4,208
+121
+3% +$10.2K 0.14% 103
2022
Q2 		$311K Sell
4,087
-573
-12% -$46.9K 0.13% 113
2022
Q1 		$407K Buy
4,660
+1,303
+39% +$126K 0.14% 100
2021
Q4 		$330K Buy
3,357
+155
+5% +$15.4K 0.12% 130
2021
Q3 		$312K Buy
3,202
+225
+8% +$22.3K 0.12% 130
2021
Q2 		$273K Buy
2,977
+2,680
+902% +$230K 0.12% 138
2021
Q1 		$23K Buy
297
+138
+87% +$10.6K 0.01% 470
2020
Q4 		$11K Buy
+159
New +$9.12K 0.01% 529
2017
Q1 		$1K Buy
+33
New +$1.46K ﹤0.01% 614

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

Pinnacle Bancorp's MS Position: Q1 2026 in Review

Pinnacle Bancorp increased its Morgan Stanley (MS) stake by 2% in Q1 2026, buying an estimated $17.3K and bringing the position to 5,095 shares worth $838K. The position accounts for 0.25% of the portfolio, ranked #77.

Pinnacle Bancorp first reported a position in MS in Q1 2017 and has held it in 23 quarters since. The position peaked at $887K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Pinnacle Bancorp held 5,095 shares of Morgan Stanley worth $838K as of Q1 2026.
  • Pinnacle Bancorp bought 100 Morgan Stanley shares in Q1 2026, an estimated $17.3K.
  • Morgan Stanley made up 0.25% of Pinnacle Bancorp's portfolio in Q1 2026, its #77 holding.
  • Pinnacle Bancorp first reported a position in Morgan Stanley in Q1 2017 and has held it in 23 quarters since.
  • Pinnacle Bancorp's Morgan Stanley position peaked at $887K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.