Position in BMA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,593,206
-$9,965,746 QoQ
Shares Held
298,015
-38.6% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 92 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BMA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. BMA ranks #81 (0.1% 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 BMA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,593,206 | 298,015 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $37,558,952 | 485,446 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,346,487 | 425,316 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,266,982 | 361,007 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $24,883,403 | 354,414 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $15,565,779 | 206,142 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,681,382 | 213,739 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $15,600,616 | 245,679 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,770,075 | 205,304 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,882,848 | 267,390 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $6,126,730 | 213,475 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,013,864 | 254,124 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,778,291 | 294,744 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,205,625 | 348,435 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,523,505 | 336,389 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,943,771 | 136,214 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,059,114 | 94,564 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,174,720 | 67,903 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,111,560 | 79,284 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,710,297 | 100,665 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,555,198 | 103,473 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $288,999 | 21,648 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $155,216 | 9,969 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $172,785 | 12,083 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $345,678 | 18,635 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,033,875 | 60,888 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||