Position in NWFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$827,667
-$212,503 QoQ
Shares Held
25,744
-27.2% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NWFL 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. NWFL ranks #249 (0.0% 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 NWFL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,667 | 25,744 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,040,170 | 35,356 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $658,611 | 23,480 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $357,834 | 14,077 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $528,178 | 20,488 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $480,207 | 19,868 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $706,014 | 25,947 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $805,941 | 29,222 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $433,031 | 17,062 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $548,959 | 20,175 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $799,019 | 24,279 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $403,579 | 15,667 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $534,548 | 18,102 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $814,784 | 27,695 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $596,901 | 17,850 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $306,625 | 11,536 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $276,320 | 11,390 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $275,148 | 9,624 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $244,357 | 9,402 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $265,123 | 10,397 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $289,068 | 11,118 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $309,473 | 11,630 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $416,521 | 15,916 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $295,341 | 12,144 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $332,681 | 13,420 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $326,167 | 12,216 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||