Sunflower Bank’s Morgan Stanley MS Stock Holding History

Sunflower 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	$458K	Buy	2,191 +11	+0.5%	+$2.18K	0.11%	86
2026 Q1	$359K	Buy	2,180 +5	+0.2%	+$866	0.09%	101
2025 Q4	$386K	Buy	2,175 +14	+0.6%	+$2.33K	0.1%	99
2025 Q3	$344K	Hold	2,161	–	–	0.08%	98
2025 Q2	$304K	Sell	2,161 -33	-2%	-$4.05K	0.08%	105
2025 Q1	$256K	Sell	2,194 -22	-1%	-$2.83K	0.07%	115
2024 Q4	$279K	Buy	2,216 +47	+2%	+$5.79K	0.08%	108
2024 Q3	$226K	Sell	2,169 -53	-2%	-$5.34K	0.06%	122
2024 Q2	$216K	Buy	+2,222	New	+$212K	0.05%	114
2022 Q4	–	Sell	-2,697	Closed	-$213K	–	115
2022 Q3	$213K	Sell	2,697 -1,099	-29%	-$92.6K	0.05%	114
2022 Q2	$288K	Sell	3,796 -119	-3%	-$9.75K	0.06%	119
2022 Q1	$343K	Sell	3,915 -89	-2%	-$8.59K	0.05%	142
2021 Q4	$393K	Sell	4,004 -385	-9%	-$38.4K	0.05%	138
2021 Q3	$427K	Buy	4,389 +95	+2%	+$9.41K	0.06%	126
2021 Q2	$394K	Buy	4,294 +102	+2%	+$8.75K	0.06%	141
2021 Q1	$325K	Sell	4,192 -219	-5%	-$16.8K	0.05%	154
2020 Q4	$303K	Buy	+4,411	New	+$253K	0.05%	150

Other funds holding MS

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return