SOUTHERN MICHIGAN BANK & TRUST

Bank

Position in MS — Morgan Stanley

CIK 1173227 COLDWATER, MI

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$133,994

+$2,009 QoQ

Shares Held

641

-20.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,479

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOUTHERN MICHIGAN BANK & TRUST holds $177,660 across 6 Capital Markets names. MS ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	641	$133,994
2	LAZ	Lazard, Inc.	650	$27,261
3	GS	Goldman Sachs Group Inc	7	$7,079
4	HOOD	Robinhood Markets, Inc.	52	$5,214
5	LPLA	LPL Financial Holdings Inc.	11	$3,098
6	SCHW	Schwab Charles Corp	11	$1,014

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,994	641	-20.1%	Shares	Sole	2026-07-21
2026-03-31	$131,985	802	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.