Position in PFIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,262,547
+$1,489,275 QoQ
Shares Held
49,157
+47.8% QoQ
Ownership
0.491%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in PFIS 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. PFIS ranks #206 (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 PFIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,262,547 | 49,157 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,773,272 | 33,251 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,328,092 | 47,795 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,712,965 | 35,239 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,783,883 | 36,133 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,259,965 | 28,333 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,911,417 | 37,347 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,076,312 | 44,290 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $917,673 | 20,151 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $900,695 | 20,893 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,190,908 | 24,454 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $590,550 | 14,727 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $668,365 | 15,263 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $620,942 | 14,324 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $742,034 | 14,314 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $648,496 | 13,845 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $792,590 | 14,194 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $593,441 | 11,756 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $598,714 | 11,363 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $500,356 | 10,980 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $459,440 | 10,785 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $435,789 | 10,317 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $811,549 | 22,077 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $600,756 | 17,283 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $714,457 | 18,708 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $473,143 | 11,906 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||