Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,714,384
+$527,249 QoQ
Shares Held
12,985
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#966
of 2,718 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $14,475,262 across 6 Capital Markets names. MS ranks #2 (18.8% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,714,384 | 12,985 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,187,135 | 13,290 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,368,249 | 13,340 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $2,145,323 | 13,496 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $1,901,187 | 13,497 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,603,862 | 13,747 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,763,097 | 14,024 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,593,516 | 15,287 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,500,321 | 15,437 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $662,226 | 7,033 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $661,422 | 7,093 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $575,119 | 7,042 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $254,662 | 2,982 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $290,354 | 3,307 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $274,784 | 3,232 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,656 | 2,932 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $223,007 | 2,932 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $256,256 | 2,932 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $287,805 | 2,932 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $311,683 | 3,203 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $293,683 | 3,203 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $247,813 | 3,191 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $218,679 | 3,191 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||