Position in PMTS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,766
+$63,235 QoQ
Shares Held
10,576
-2.0% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 76 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PMTS Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. PMTS ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in PMTS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,766 | 10,576 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $156,531 | 10,788 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $255,150 | 17,381 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $166,522 | 10,999 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $331,509 | 13,976 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $688,847 | 23,615 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $514,584 | 17,216 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $502,384 | 18,052 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $227,754 | 8,358 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $160,505 | 8,987 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $231,217 | 12,049 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $148,175 | 8,001 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $205,808 | 8,852 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,691,789 | 37,587 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $178,991 | 4,961 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,478 | 1,807 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $47,157 | 2,807 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $31,754 | 2,190 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $48,433 | 2,611 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $105,062 | 3,026 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||