Position in BANX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$658,756
+$16,092 QoQ
Shares Held
33,696
-0.1% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 35 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BANX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. BANX ranks #408 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BANX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,756 | 33,696 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $642,664 | 33,718 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $698,261 | 32,001 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $678,203 | 30,940 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $391,787 | 18,719 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $232,433 | 11,042 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $247,101 | 11,778 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $395,943 | 19,137 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $194,730 | 10,566 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $210,900 | 11,100 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $204,136 | 11,241 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $184,344 | 10,540 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $240,714 | 14,440 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $135,720 | 7,540 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $202,179 | 11,865 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $171,219 | 9,920 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $162,336 | 8,455 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $171,112 | 7,955 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $174,771 | 7,955 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $175,407 | 7,955 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $175,089 | 7,955 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $162,000 | 8,186 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $173,827 | 9,030 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $185,947 | 9,580 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $134,752 | 8,475 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $137,743 | 8,487 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||