Position in BLNE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,608
-$36,258 QoQ
Shares Held
30,007
-3.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 38 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLNE Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. BLNE ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in BLNE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,608 | 30,007 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $72,866 | 31,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,684 | 9,700 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,879 | 4,010 | Shares | Defined | 2026-05-27 | |
| 2024-12-31 | $9,630 | 10,000 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,100 | 10,000 | Shares | Defined | 2025-05-14 | |
| 2023-12-31 | $741 | 575 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $764 | 575 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,857 | 575 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||