Position in RBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,662,646
+$2,829,372 QoQ
Shares Held
206,553
+55.8% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in RBB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. RBB ranks #165 (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 RBB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,662,646 | 206,553 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,833,274 | 132,582 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,164,337 | 153,311 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,535,654 | 135,163 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,588,175 | 150,388 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,742,314 | 166,201 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,761,325 | 183,569 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,196,220 | 182,286 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,715,069 | 144,342 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,711,726 | 150,568 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,202,467 | 168,197 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,791,497 | 140,180 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,681,173 | 140,802 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,128,864 | 72,830 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $756,853 | 36,300 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $548,256 | 26,384 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,058,921 | 51,230 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $633,969 | 26,989 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $487,449 | 18,605 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $443,441 | 17,590 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,020,169 | 42,121 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $917,764 | 45,277 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $872,736 | 56,745 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $489,637 | 43,178 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $358,529 | 26,266 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $362,440 | 26,417 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||