Norway Savings Bank

Bank

Position in MS — Morgan Stanley

CIK 1692227 NORWAY, ME

Position in MS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$377,735

+$83,649 QoQ

Shares Held

1,807

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,996

of 2,723 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Norway Savings Bank holds $4,145,721 across 3 Capital Markets names. MS ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,472	$3,511,476
2	MS	Morgan Stanley This page	1,807	$377,735
3	SCHW	Schwab Charles Corp	2,780	$256,510

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,735	1,807	+1.1%	Shares	Sole	2026-07-08
2026-03-31	$294,086	1,787	-4.8%	Shares	Sole	2026-04-20
2025-12-31	$333,223	1,877	-1.0%	Shares	Sole	2026-01-08
2025-09-30	$301,388	1,896	-0.8%	Shares	Sole	2025-10-07
2025-06-30	$269,183	1,911	-2.2%	Shares	Sole	2025-07-02
2025-03-31	$227,856	1,953	-3.2%	Shares	Sole	2025-04-22
2024-12-31	$253,702	2,018	0.0%	Shares	Sole	2025-01-07
2024-09-30	$210,356	2,018	-14.2%	Shares	Sole	2024-10-15
2023-12-31	$219,417	2,353	-4.1%	Shares	Sole	2024-01-12
2023-09-30	$200,336	2,453	0.0%	Shares	Sole	2023-10-23
2023-06-30	$209,486	2,453	-9.2%	Shares	Sole	2023-07-11
2023-03-31	$237,323	2,703	-8.2%	Shares	Sole	2023-04-11
2022-12-31	$250,213	2,943	+4.1%	Shares	Sole	2023-01-12
2022-09-30	$223,361	2,827	0.0%	Shares	Sole	2022-10-18
2022-06-30	$215,021	2,827	-0.9%	Shares	Sole	2022-07-15
2022-03-31	$249,264	2,852	0.0%	Shares	Sole	2022-04-08
2021-12-31	$279,952	2,852	0.0%	Shares	Sole	2022-01-18
2021-09-30	$277,528	2,852	-3.6%	Shares	Sole	2021-10-14
2021-06-30	$271,127	2,957	-2.5%	Shares	Sole	2021-07-15
2021-03-31	$235,465	3,032	-5.0%	Shares	Sole	2021-04-13
2020-12-31	$218,747	3,192	+32.6%	Shares	Sole	2021-01-13
2020-09-30	$116,378	2,407	0.0%	Shares	Sole	2020-10-14
2020-06-30	$116,258	2,407	0.0%	Shares	Sole	2020-07-07
2020-03-31	$81,838	2,407	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.