Position in CZWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$721,946
-$52,225 QoQ
Shares Held
36,462
-16.1% QoQ
Ownership
0.378%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $18,675,889,556 across 312 Banks - Regional names. CZWI ranks #253 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
141,628,383 | $2,035,199,856 | |
| 2 | USB |
US Bancorp \De\
|
29,304,473 | $1,524,125,632 | |
| 3 | IBN |
Icici Bank Ltd
|
48,117,738 | $1,246,249,407 | |
| 4 | FITB |
Fifth Third Bancorp
|
24,776,241 | $1,151,104,148 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,814,412 | $1,001,830,982 | |
| 6 | TFC |
Truist Financial Corp
|
21,597,973 | $992,858,810 | |
| 7 | MTB |
M&T Bank Corp
|
4,452,035 | $920,324,667 | |
| 8 | HDB |
Hdfc Bank Ltd
|
30,807,471 | $766,489,871 |
All Filings in CZWI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $721,946 | 36,462 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $774,171 | 43,444 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $467,892 | 29,116 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $285,383 | 20,680 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $90,721 | 6,309 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,535 | 2,427 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14 | 1 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,231 | 266 | Shares | Defined | 2024-10-17 | |
| 2023-06-30 | $154,875 | 17,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $217,133 | 20,465 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $334,854 | 27,835 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $229,683 | 18,873 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $249,506 | 18,041 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $270,907 | 17,929 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $103,411 | 7,510 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $103,275 | 7,511 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $102,695 | 7,507 | Shares | Defined | 2021-08-23 | |
| 2020-12-31 | $1,644 | 151 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||