Position in BMRC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,533,289
+$1,371,046 QoQ
Shares Held
271,960
+13.1% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BMRC 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. BMRC ranks #145 (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 BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,533,289 | 271,960 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,162,243 | 240,431 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,819,715 | 262,196 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,652,429 | 232,802 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,236,389 | 273,047 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,950,047 | 269,599 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,633,467 | 279,069 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,482,437 | 272,894 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,327,502 | 267,295 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,189,734 | 190,205 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,459,421 | 202,517 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,503,669 | 191,667 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,584,922 | 202,882 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,405,030 | 109,869 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,035,149 | 92,310 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,813,679 | 93,946 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,938,852 | 92,475 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,698,775 | 76,954 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,199,282 | 85,933 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,051,066 | 80,823 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,092,606 | 65,599 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,286,238 | 58,382 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,547,785 | 74,193 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,375,599 | 47,500 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,599,672 | 47,995 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,358,100 | 45,270 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||