REGIONS FINANCIAL CORP

Position in MS — Morgan Stanley

CIK 1281761 BIRMINGHAM, AL

Position in MS

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$32,285,836

+$28,570,489 QoQ

Shares Held

196,183

+837.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. MS ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	82,191	$69,532,763
2	MS	Morgan Stanley This page	196,183	$32,285,836
3	MC	Moelis & Co	91,547	$5,218,179
4	SF	Stifel Financial Corp	47,348	$3,499,964
5	HLI	Houlihan Lokey, Inc.	16,429	$2,359,532
6	SCHW	Schwab Charles Corp	20,799	$1,954,690

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,285,836	196,183	+837.4%	Shares	Defined	2026-05-05
2025-12-31	$3,715,347	20,928	+0.6%	Shares	Defined	2026-01-27
2025-09-30	$3,306,526	20,801	+0.8%	Shares	Defined	2025-11-19
2025-06-30	$2,906,786	20,636	-1.9%	Shares	Defined	2025-07-29
2025-03-31	$2,453,920	21,033	-0.8%	Shares	Defined	2025-05-08
2024-12-31	$2,666,521	21,210	+1.1%	Shares	Defined	2025-02-14
2024-09-30	$2,186,954	20,980	-0.9%	Shares	Defined	2024-11-14
2024-06-30	$2,057,414	21,169	-4.8%	Shares	Defined	2024-07-31
2024-03-31	$2,093,647	22,235	-3.4%	Shares	Defined	2024-04-23
2023-12-31	$2,146,242	23,016	-2.2%	Shares	Defined	2024-02-06
2023-09-30	$1,922,184	23,536	+1.6%	Shares	Defined	2023-11-01
2023-06-30	$1,979,059	23,174	+2.3%	Shares	Defined	2023-08-09
2023-03-31	$1,989,635	22,661	-5.0%	Shares	Defined	2023-05-12
2022-12-31	$2,029,002	23,865	+6.5%	Shares	Defined	2023-02-06
2022-09-30	$1,769,665	22,398	-2.9%	Shares	Defined	2022-11-03
2022-06-30	$1,753,943	23,060	-3.4%	Shares	Defined	2022-07-25
2022-03-31	$2,087,111	23,880	-14.2%	Shares	Defined	2022-04-25
2021-12-31	$2,730,908	27,821	-5.9%	Shares	Defined	2022-01-31
2021-09-30	$2,877,066	29,566	-2.2%	Shares	Defined	2021-11-04
2021-06-30	$2,770,595	30,217	+17.0%	Shares	Defined	2021-07-27
2021-03-31	$2,004,869	25,816	-19.9%	Shares	Defined	2021-06-02
2020-12-31	$2,207,693	32,215	+5.4%	Shares	Defined	2021-02-05
2020-09-30	$1,477,720	30,563	-3.1%	Shares	Defined	2020-10-15
2020-06-30	$1,523,671	31,546	-7.6%	Shares	Defined	2020-07-27
2020-03-31	$1,160,488	34,132	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.