Position in KB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,458,345
+$31,633,115 QoQ
Shares Held
1,395,373
+21.2% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. KB ranks #26 (0.7% 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 KB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,458,345 | 1,395,373 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $114,825,230 | 1,151,361 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,927,671 | 1,080,052 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $86,099,130 | 1,038,465 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $81,398,470 | 985,573 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $51,266,516 | 947,450 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $63,614,652 | 1,118,008 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $60,032,977 | 972,194 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $55,013,820 | 971,804 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $52,266,770 | 1,003,779 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $42,308,558 | 1,022,687 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $47,958,881 | 1,166,599 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,675,286 | 1,117,453 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,825,503 | 1,066,049 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,232,088 | 1,014,798 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,530,039 | 1,012,941 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,171,955 | 918,601 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,817,594 | 139,619 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,781,456 | 146,912 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,428,983 | 181,620 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,962,896 | 344,075 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $26,170,563 | 529,447 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $27,986,507 | 706,730 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,841,574 | 773,399 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,055,564 | 864,686 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,083,265 | 1,069,631 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||