Position in FBIZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,053,217
+$969,695 QoQ
Shares Held
79,994
+5.6% QoQ
Ownership
0.956%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in FBIZ 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. FBIZ ranks #174 (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 FBIZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,053,217 | 79,994 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,083,522 | 75,719 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,765,116 | 50,923 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,079,563 | 40,569 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,428,434 | 47,936 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,857,848 | 39,403 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,977,737 | 42,725 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,788,993 | 39,241 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $869,446 | 23,505 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $978,299 | 26,088 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,239,168 | 30,902 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $589,783 | 19,653 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $635,123 | 21,537 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $660,295 | 21,642 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $838,892 | 22,952 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $664,644 | 20,571 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $435,940 | 13,977 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $551,730 | 16,816 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $526,457 | 18,048 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $528,004 | 18,391 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $337,424 | 12,465 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $149,121 | 6,030 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $187,523 | 10,186 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $505,821 | 35,397 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $124,015 | 7,539 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $77,530 | 5,002 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||