TRUIST FINANCIAL CORP

Position in MS — Morgan Stanley

CIK 92230 CHARLOTTE, NC

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$118,269,604

+$22,869,693 QoQ

Shares Held

565,775

-2.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#161

of 2,734 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 1% None 33%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. MS ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	156,956	$158,740,588
2	MS	Morgan Stanley This page	565,775	$118,269,604
3	SCHW	Schwab Charles Corp	1,274,680	$117,614,722
4	LPLA	LPL Financial Holdings Inc.	50,282	$14,163,433
5	IBKR	Interactive Brokers Group, Inc.	151,397	$13,177,594
6	HOOD	Robinhood Markets, Inc.	67,846	$6,803,596
7	IREN	IREN Ltd	102,943	$4,707,582
8	VIRT	Virtu Financial, Inc.	53,446	$3,183,778

All Filings in MS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,269,604	565,775	-2.4%	Shares	Defined	2026-07-28
2026-03-31	$95,399,911	579,692	+2.6%	Shares	Defined	2026-04-27
2025-12-31	$100,309,597	565,029	+0.6%	Shares	Defined	2026-02-02
2025-09-30	$89,262,556	561,541	-6.3%	Shares	Defined	2025-11-03
2025-06-30	$84,433,595	599,415	-0.6%	Shares	Defined	2025-07-18
2025-03-31	$70,339,991	602,897	-4.5%	Shares	Defined	2025-04-29
2024-12-31	$79,358,109	631,229	-4.0%	Shares	Defined	2025-01-31
2024-09-30	$68,514,554	657,277	-4.2%	Shares	Defined	2024-11-13
2024-06-30	$66,649,693	685,767	-4.7%	Shares	Defined	2024-08-21
2024-03-31	$67,774,860	719,784	-30.1%	Shares	Defined	2024-05-13
2023-12-31	$96,012,344	1,029,623	-6.0%	Shares	Defined	2024-02-02
2023-09-30	$89,484,919	1,095,689	+5.5%	Shares	Defined	2023-11-14
2023-06-30	$88,724,792	1,038,932	-1.1%	Shares	Defined	2023-08-01
2023-03-31	$92,207,383	1,050,198	-5.8%	Shares	Defined	2023-05-05
2022-12-31	$94,820,084	1,115,268	-2.2%	Shares	Defined	2023-02-17
2022-09-30	$90,081,512	1,140,128	+6.5%	Shares	Defined	2022-10-26
2022-06-30	$81,395,607	1,070,150	-5.1%	Shares	Defined	2022-07-22
2022-03-31	$98,594,540	1,128,084	+3.1%	Shares	Defined	2022-04-22
2021-12-31	$107,358,474	1,093,709	+6.8%	Shares	Defined	2022-02-14
2021-09-30	$99,676,382	1,024,318	+2.3%	Shares	Defined	2021-11-05
2021-06-30	$91,785,906	1,001,046	+1.6%	Shares	Defined	2021-08-16
2021-03-31	$76,492,924	984,972	-0.1%	Shares	Defined	2021-05-17
2020-12-31	$67,536,175	985,498	+26.4%	Shares	Defined	2021-11-19
2020-09-30	$37,694,576	779,619	-7.4%	Shares	Defined	2021-11-05
2020-06-30	$40,652,561	841,668	-44.1%	Shares	Defined	2021-11-16
2020-03-31	$51,220,048	1,506,472	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.