Position in BCS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$409,859,126
+$165,805,255 QoQ
Shares Held
15,259,089
+32.3% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $45,758,878,813 across 19 Banks - Diversified names. BCS ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
67,092,426 | $21,961,363,792 | |
| 2 | BAC |
Bank Of America Corp /De/
|
114,601,311 | $6,529,982,689 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
53,356,165 | $4,409,353,463 | |
| 4 | C |
Citigroup Inc
|
28,109,284 | $3,934,175,377 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,090,371 | $1,459,168,540 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,347,118 | $1,219,190,224 | |
| 7 | RY |
Royal Bank Of Canada
|
3,985,000 | $824,775,443 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,077,493 | $768,088,803 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,859,126 | 15,259,089 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $244,053,871 | 11,533,737 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $318,673,571 | 12,521,555 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $274,085,683 | 13,260,072 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $297,371,955 | 15,996,340 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $199,617,235 | 12,995,914 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $222,596,159 | 16,749,147 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $219,710,997 | 18,083,210 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $187,331,497 | 17,491,270 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $124,836,415 | 13,210,203 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $88,631,880 | 11,247,701 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $79,803,367 | 10,244,335 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $74,773,222 | 9,513,133 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $66,104,173 | 9,193,905 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $67,672,228 | 8,675,927 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $68,795,076 | 10,749,231 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $78,010,882 | 10,264,590 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $30,565,383 | 3,869,036 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,537,025 | 1,791,017 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,369,429 | 1,973,782 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,575,553 | 2,028,555 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $11,443,143 | 1,118,587 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,849,174 | 732,062 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,416,011 | 681,839 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,218,303 | 568,605 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,667,629 | 1,030,382 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||