Position in CBU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$112,914,896
+$3,762,210 QoQ
Shares Held
1,682,284
-9.6% QoQ
Ownership
3.20%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CBU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,435,245 across 309 Banks - Regional names. CBU ranks #35 (0.5% 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 CBU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,914,896 | 1,682,284 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $109,152,686 | 1,861,086 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $115,192,237 | 2,005,436 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $132,905,326 | 2,266,462 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $126,503,325 | 2,224,430 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $126,451,003 | 2,223,901 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $141,484,169 | 2,293,842 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $130,152,692 | 2,241,307 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $110,400,011 | 2,338,488 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $109,006,143 | 2,269,543 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $110,758,601 | 2,125,477 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $87,731,536 | 2,078,454 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $89,574,782 | 1,910,725 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $80,098,682 | 1,525,980 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $95,866,739 | 1,522,903 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,624,473 | 393,217 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,746,701 | 375,264 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $19,300,437 | 275,131 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $20,303,097 | 272,598 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,198,418 | 265,981 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,726,851 | 247,546 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $15,712,788 | 204,807 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,597,774 | 282,423 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,111,472 | 204,030 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,932,949 | 244,352 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,740,829 | 199,674 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||