Pinnacle Bancorp
MS icon

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
Q3 		$965K Buy
5,131
+51
+1% +$10.8K 0.26% 68
2026
Q2 		$1.06M Sell
5,080
-15
-0.3% -$2.97K 0.28% 66
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

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Pinnacle Bancorp's MS Position: Q3 2026 in Review

Pinnacle Bancorp increased its Morgan Stanley (MS) stake by 1% in Q3 2026, buying an estimated $10.8K and bringing the position to 5,131 shares worth $965K. The position accounts for 0.26% of the portfolio, ranked #68.

Pinnacle Bancorp first reported a position in MS in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.06M in Q2 2026. 708 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Pinnacle Bancorp held 5,131 shares of Morgan Stanley worth $965K as of Q3 2026.
  • Pinnacle Bancorp bought 51 Morgan Stanley shares in Q3 2026, an estimated $10.8K.
  • Morgan Stanley made up 0.26% of Pinnacle Bancorp's portfolio in Q3 2026, its #68 holding.
  • Pinnacle Bancorp first reported a position in Morgan Stanley in Q1 2017 and has held it in 25 quarters since.
  • Pinnacle Bancorp's Morgan Stanley position peaked at $1.06M in Q2 2026.
  • 708 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.