Rise Advisors’s Midland States Bancorp MSBI Stock Holding History

Rise 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 Q3	–	Sell	-27	Closed	-$468	–	1578
2025 Q2	$468	Buy	+27	New	+$457	﹤0.01%	1431

Other funds holding MSBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Rise Advisors's MSBI Position: Q3 2025 in Review

Rise Advisors sold out of Midland States Bancorp (MSBI) in Q3 2025, closing a stake of 27 shares — an estimated $468 sold.

Rise Advisors first reported a position in MSBI in Q2 2025 and held it in 1 quarter. The position peaked at $468 in Q2 2025. 140 funds tracked by Wall St. Rank hold MSBI as of Q3 2025.

Rise Advisors reported no remaining Midland States Bancorp position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 27 Midland States Bancorp shares in Q3 2025, an estimated $468.
Rise Advisors first reported a position in Midland States Bancorp in Q2 2025 and held it in 1 quarter.
Rise Advisors's Midland States Bancorp position peaked at $468 in Q2 2025.
140 funds tracked by Wall St. Rank held Midland States Bancorp as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.