Position in BKU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,064,881
-$14,512,959 QoQ
Shares Held
785,653
-32.5% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 336 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BKU 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. BKU ranks #69 (0.2% 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 BKU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,064,881 | 785,653 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $52,577,840 | 1,164,257 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,836,611 | 1,005,982 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $36,673,970 | 961,058 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $31,496,291 | 884,976 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $31,731,496 | 921,356 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,057,252 | 1,075,642 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $47,802,317 | 1,311,809 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $30,781,205 | 1,051,630 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $39,074,028 | 1,395,501 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $46,879,831 | 1,445,570 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,744,978 | 1,178,193 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $30,318,519 | 1,406,892 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,721,121 | 1,094,824 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $38,357,052 | 1,129,145 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $38,126,575 | 1,115,791 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $40,900,194 | 1,149,851 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $23,616,232 | 537,221 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $21,733,290 | 513,668 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,052,895 | 527,329 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,074,184 | 517,081 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $15,256,493 | 347,133 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,545,828 | 418,224 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,603,233 | 483,945 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,122,711 | 154,208 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,884,234 | 314,665 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||