Position in HFWA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,506,329
+$1,030,671 QoQ
Shares Held
455,987
-5.0% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HFWA 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. HFWA ranks #119 (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 HFWA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,506,329 | 455,987 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,475,658 | 479,833 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,450,937 | 399,617 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,431,009 | 348,533 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,086,182 | 381,132 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,507,684 | 431,882 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,170,062 | 455,921 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $10,468,970 | 480,890 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,695,647 | 482,288 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $9,359,470 | 482,696 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $10,663,295 | 498,518 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,703,503 | 411,006 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,713,246 | 353,324 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,551,347 | 306,138 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,530,075 | 343,671 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,879,690 | 297,684 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,530,424 | 259,556 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,558,731 | 221,817 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,871,170 | 240,228 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,324,833 | 208,817 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,953,906 | 237,966 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,079,181 | 144,447 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,945,525 | 254,191 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,158,523 | 117,375 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,350,680 | 117,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,138,860 | 106,943 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||