Position in FNWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$347,199
-$95,004 QoQ
Shares Held
9,440
-22.5% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 72 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FNWD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. FNWD ranks #276 (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 FNWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,199 | 9,440 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $442,203 | 12,182 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $478,159 | 13,588 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $411,070 | 12,810 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $263,243 | 9,531 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,228 | 867 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,340 | 439 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,038 | 439 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,393 | 220 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,823 | 440 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $28,773 | 1,140 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,206 | 1,139 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $27,280 | 1,240 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $52,467 | 1,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $72,869 | 2,013 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,365 | 540 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,244 | 540 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,999 | 541 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $207,101 | 4,514 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||