SNB
MS icon

Security National Bank’s Morgan Stanley MS Stock Holding History

Security National Bank’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 		$27.4K Hold
131
– – ﹤0.01% 279
2026
Q1 		$21.6K Buy
+131
New +$22.7K ﹤0.01% 286

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

Security National Bank's MS Position: Q2 2026 in Review

Security National Bank held its Morgan Stanley (MS) position steady in Q2 2026 at 131 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Security National Bank first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Security National Bank held 131 shares of Morgan Stanley worth $27.4K as of Q2 2026.
  • Security National Bank left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #279 holding.
  • Security National Bank first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.