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Southern Michigan Bank & Trust’s Morgan Stanley MS Stock Holding History

Southern Michigan Bank & Trust’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 		$134K Sell
641
-161
-20% -$31.9K 0.05% 120
2026
Q1 		$132K Buy
+802
New +$139K 0.05% 117

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Southern Michigan Bank & Trust's MS Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Morgan Stanley (MS) stake by 20% in Q2 2026, selling an estimated $31.9K and leaving 641 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #120.

Southern Michigan Bank & Trust first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Southern Michigan Bank & Trust held 641 shares of Morgan Stanley worth $134K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 161 Morgan Stanley shares in Q2 2026, an estimated $31.9K.
  • Morgan Stanley made up 0.05% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #120 holding.
  • Southern Michigan Bank & Trust first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.