Position in HOPE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,873,707
+$3,489,495 QoQ
Shares Held
1,672,055
-3.6% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 258 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in HOPE 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. HOPE ranks #97 (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 HOPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,873,707 | 1,672,055 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,384,212 | 1,735,382 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,413,124 | 1,771,271 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $22,356,489 | 2,075,812 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $19,142,060 | 1,783,976 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $18,850,475 | 1,800,428 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,965,115 | 2,194,070 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $27,624,609 | 2,199,412 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $22,355,542 | 2,081,522 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $23,959,902 | 2,081,660 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $30,640,650 | 2,536,478 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,975,280 | 2,144,100 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,055,875 | 1,788,109 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,127,677 | 1,845,996 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,628,068 | 1,532,246 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,024,866 | 1,663,360 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,350,006 | 1,614,885 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,773,420 | 607,800 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,510,954 | 646,564 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,577,287 | 524,743 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,596,337 | 535,708 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,996,137 | 331,749 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,943,788 | 453,143 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,527,226 | 332,968 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,837,159 | 416,178 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,125,916 | 623,591 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||