Position in CFR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$130,203,178
+$13,405,406 QoQ
Shares Held
842,630
-1.1% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CFR 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. CFR ranks #32 (0.6% 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 CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,203,178 | 842,630 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $116,797,772 | 852,041 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $81,282,523 | 641,890 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $60,473,848 | 477,036 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $61,149,429 | 475,723 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $81,707,519 | 652,616 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $70,440,569 | 524,697 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $81,991,362 | 732,982 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $67,665,044 | 665,798 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $57,099,887 | 507,239 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $37,196,007 | 342,852 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $39,516,909 | 433,252 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $62,078,571 | 577,314 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,822,903 | 558,410 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,862,626 | 387,903 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $45,845,693 | 346,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,088,138 | 412,951 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,665,191 | 84,280 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,576,286 | 147,349 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,354,577 | 146,304 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,868,032 | 97,036 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,222,567 | 93,992 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,350,879 | 107,198 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,787,759 | 199,965 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,890,706 | 132,388 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,312,353 | 166,918 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||