Community Bank, N.A.

Position in MS — Morgan Stanley

CIK 1632187 DeWitt, NY

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,177,987

+$385,162 QoQ

Shares Held

10,419

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,046

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Community Bank, N.A. holds $4,283,699 across 3 Capital Markets names. MS ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	10,419	$2,177,987
2	GS	Goldman Sachs Group Inc	1,968	$1,990,375
3	SCHW	Schwab Charles Corp	1,250	$115,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,177,987	10,419	-4.4%	Shares	Sole	2026-08-13
2026-03-31	$1,792,825	10,894	-3.0%	Shares	Sole	2026-05-12
2025-12-31	$1,992,951	11,226	0.0%	Shares	Sole	2026-02-04
2025-09-30	$1,784,484	11,226	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$1,604,113	11,388	-26.1%	Shares	Sole	2025-07-25
2025-03-31	$1,797,650	15,408	-31.8%	Shares	Sole	2025-04-21
2024-12-31	$2,840,391	22,593	-7.9%	Shares	Sole	2025-02-11
2024-09-30	$2,555,964	24,520	-2.6%	Shares	Sole	2024-11-14
2024-06-30	$2,446,272	25,170	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$2,326,599	24,709	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$2,322,297	24,904	+11.3%	Shares	Sole	2024-02-02
2023-09-30	$1,827,856	22,381	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$1,941,312	22,732	+4.3%	Shares	Sole	2023-08-01
2023-03-31	$1,913,776	21,797	+6.0%	Shares	Sole	2023-04-20
2022-12-31	$1,748,861	20,570	+24.7%	Shares	Sole	2023-01-31
2022-09-30	$1,303,269	16,495	+14.1%	Shares	Sole	2022-10-28
2022-06-30	$1,099,523	14,456	+36.0%	Shares	Sole	2022-07-26
2022-03-31	$929,149	10,631	+26.6%	Shares	Sole	2022-05-05
2021-12-31	$824,249	8,397	+25.4%	Shares	Sole	2022-01-27
2021-09-30	$651,685	6,697	0.0%	Shares	Sole	2021-10-28
2021-06-30	$614,047	6,697	+1.5%	Shares	Sole	2021-08-03
2021-03-31	$512,323	6,597	-1.7%	Shares	Sole	2021-05-04
2020-12-31	$460,110	6,714	0.0%	Shares	Sole	2021-01-28
2020-09-30	$324,621	6,714	-9.4%	Shares	Sole	2020-11-03
2020-06-30	$358,096	7,414	+1.1%	Shares	Sole	2020-07-30
2020-03-31	$249,322	7,333	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.