Position in CPF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,598,126
+$3,024,940 QoQ
Shares Held
408,328
+3.8% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CPF 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. CPF ranks #113 (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 CPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,598,126 | 408,328 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,573,186 | 393,404 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,889,998 | 381,579 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $11,602,801 | 382,426 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,897,022 | 424,439 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,783,947 | 435,797 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,329,490 | 493,270 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $15,313,029 | 518,910 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $9,341,586 | 440,641 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $8,200,215 | 415,201 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,627,963 | 489,226 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,046,345 | 422,443 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,526,752 | 479,106 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,130,070 | 510,060 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,620,848 | 474,401 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,149,321 | 442,210 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,670,943 | 404,240 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,388,364 | 264,816 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,969,450 | 247,407 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,037,185 | 235,093 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,147,549 | 235,900 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,967,907 | 111,241 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,965,084 | 208,579 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,663,016 | 122,551 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,522,704 | 94,991 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,440,539 | 90,600 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||