Position in BCAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,312,975
+$1,527,763 QoQ
Shares Held
302,926
+12.2% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 144 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BCAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. BCAL ranks #156 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in BCAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,312,975 | 302,926 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,785,212 | 270,046 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,216,635 | 225,851 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,742,956 | 104,494 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,608,841 | 102,084 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,769,265 | 123,466 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,325,224 | 140,582 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,014,927 | 136,236 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $446,891 | 33,177 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $283,899 | 19,041 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $93,499 | 5,389 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $96,514 | 6,889 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $94,517 | 6,889 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||