Position in PSBD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$697,030
+$456,290 QoQ
Shares Held
71,344
+261.3% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in PSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. PSBD ranks #410 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in PSBD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $697,030 | 71,344 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $240,740 | 19,749 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,159,769 | 257,520 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,589,604 | 257,135 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $59,473 | 4,465 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $66,682 | 4,387 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $65,297 | 4,006 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $71,039 | 4,396 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $223,091 | 13,695 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||