Morgan Stanley Banks—Regional

Morgan Stanley

$1.59 Trillion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PBFS Pioneer Bancorp, Inc.	$350M	$405,000 0.0% of portfolio	31,252	Q3 2025 Reduced 31.87%
FDBC Fidelity D & D Bancorp Inc	$246M	$403,000 0.0% of portfolio	9,255	Q3 2025 Reduced 15.01%
NWFL Norwood Financial Corp	$219M	$360,000 0.0% of portfolio	14,077	Q3 2025 Reduced 31.29%
UNB Union Bankshares Inc	$97.6M	$358,000 0.0% of portfolio	14,418	Q3 2025 Reduced 20.52%
CZFS Citizens Financial Services Inc	$224M	$331,000 0.0% of portfolio	5,531	Q3 2025 Reduced 39.98%
BBDO Banco Bradesco S.A.	$34B	$325,000 0.0% of portfolio	111,002	Q3 2025 Added 26.54%
JMSB John Marshall Bancorp, Inc.	$278M	$315,000 0.0% of portfolio	15,929	Q3 2025 Reduced 31.28%
UBFO United Security Bancshares	$165M	$314,000 0.0% of portfolio	33,900	Q3 2025 Reduced 33.25%
CBFV Cb Financial Services, Inc.	$171M	$299,000 0.0% of portfolio	9,062	Q3 2025 Reduced 35.17%

VABK Virginia National Bankshares Corp	$210M	$228,000 0.0% of portfolio	5,977	Q3 2025 Reduced 29.65%
CFSB Cfsb Bancorp, Inc.	$92.9M	$202,000 0.0% of portfolio	14,300	Q3 2025 Reduced 6.54%
MGYR Magyar Bancorp, Inc.	$119M	$176,000 0.0% of portfolio	10,216	Q3 2025 Added 2.89%
HWBK Hawthorn Bancshares, Inc.	$216M	$173,000 0.0% of portfolio	5,508	Q3 2025 Reduced 52.36%
AVBH Avidbank Holdings, Inc.	$152M	$147,000 0.0% of portfolio	5,855	Q3 2025 New
FINW Finwise Bancorp	$235M	$145,000 0.0% of portfolio	7,310	Q3 2025 Reduced 53.04%
SSBI Summit State Bank Com Stk	$72.9M	$142,000 0.0% of portfolio	11,970	Q1 2025 Reduced 1.24%
OVBC Ohio Valley Banc Corp	$168M	$140,000 0.0% of portfolio	3,759	Q3 2025 Reduced 49.05%
AUBN Auburn National Bancorporation, Inc	$90.5M	$131,000 0.0% of portfolio	4,764	Q3 2025 Added 0.19%

LARK Landmark Bancorp Inc	$134M	$129,000 0.0% of portfolio	4,810	Q3 2025 Reduced 48.03%
UBCP United Bancorp Inc	$77.5M	$126,000 0.0% of portfolio	9,031	Q3 2025 Added 3.44%
ISBA Isabella Bank Corp	$318M	$109,000 0.0% of portfolio	3,105	Q2 2025 New
RBKB Rhinebeck Bancorp, Inc.	$109M	$90,000 0.0% of portfolio	7,948	Q3 2025 Added 19.9%
BOTJ Bank Of The James Financial Group Inc	$78.6M	$63,000 0.0% of portfolio	4,025	Q3 2025 Added 12.27%
PNBK Patriot National Bancorp Inc	$4.35M	$59,000 0.0% of portfolio	45,661	Q3 2025 Reduced 61.46%
IROQ If Bancorp, Inc.	$86.2M	$45,000 0.0% of portfolio	1,775	Q3 2025 Added 74.7%
FNWB First Northwest Bancorp	$92M	$42,000 0.0% of portfolio	5,397	Q3 2025 Added 119.57%
PROV Provident Financial Holdings Inc	$111M	$22,000 0.0% of portfolio	1,441	Q3 2025 Added 25.09%
KFFB Kentucky First Federal Bancorp	$37M	$19,000 0.0% of portfolio	5,150	Q3 2025 Added 0.78%
FGBI First Guaranty Bancshares, Inc.	$63.8M	$16,000 0.0% of portfolio	2,071	Q3 2025 Added 5.29%
FUSB First Us Bancshares, Inc.	$78.2M	$7,000 0.0% of portfolio	610	Q3 2025 Added 6,000.0%
PBHC Pathfinder Bancorp, Inc.	$68.6M	$7,000 0.0% of portfolio	495	Q2 2025 Reduced 14.36%
GLBZ Glen Burnie Bancorp	$12.8M	$4,000 0.0% of portfolio	1,036	Q2 2025 Reduced 0.1%
CARV Carver Bancorp Inc	$14M	$3,000 0.0% of portfolio	1,500	Q2 2024 New
BAFN Bay First Financial Corp.	$33.6M	$1,000 0.0% of portfolio	179	Q3 2025 Added 17,800.0%
AFBI Affinity Bancshares, Inc.	$126M	$0 0.0% of portfolio	29	Q3 2025 Reduced 88.72%

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