Position in OBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,235,989
+$1,650,923 QoQ
Shares Held
101,188
+82.3% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $18,669,686,362 across 311 Banks - Regional names. OBT ranks #186 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
141,628,383 | $2,035,199,856 | |
| 2 | USB |
US Bancorp De
|
29,304,473 | $1,524,125,632 | |
| 3 | IBN |
Icici Bank Ltd
|
48,117,738 | $1,246,249,407 | |
| 4 | FITB |
Fifth Third Bancorp
|
24,776,241 | $1,151,104,148 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,814,412 | $1,001,830,982 | |
| 6 | TFC |
Truist Financial Corp
|
21,597,973 | $992,858,810 | |
| 7 | MTB |
M&T Bank Corp
|
4,452,035 | $920,324,667 | |
| 8 | HDB |
Hdfc Bank Ltd
|
30,807,471 | $766,489,871 |
All Filings in OBT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,235,989 | 101,188 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,585,066 | 55,519 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,210,229 | 48,006 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,258,510 | 48,704 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $709,020 | 30,313 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,079,890 | 19,433 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,183,537 | 19,621 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $563,538 | 10,657 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $575,460 | 12,510 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $904,140 | 15,009 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $345,574 | 8,005 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $335,146 | 9,058 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $645,128 | 14,662 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $330,391 | 7,093 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $225,494 | 5,857 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $277,826 | 7,317 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $172,803 | 4,319 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $205,100 | 5,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $179,265 | 5,100 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||