Position in RM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,513,622
+$1,811,300 QoQ
Shares Held
109,554
+30.7% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in RM 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. RM ranks #29 (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 RM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,513,622 | 109,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,702,322 | 83,793 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,611,241 | 67,387 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,409,126 | 61,836 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,484,507 | 50,822 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,415,890 | 47,024 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,907,431 | 56,134 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,236,770 | 68,382 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,487,178 | 51,746 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,319,876 | 54,518 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,526,231 | 100,727 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,436,003 | 88,006 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,325,628 | 109,037 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,411,233 | 92,420 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,708,706 | 96,464 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,034,879 | 108,234 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,225,626 | 86,316 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,075,256 | 63,316 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,418,121 | 59,487 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,898,121 | 32,625 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,777,645 | 59,683 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $897,692 | 25,900 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $760,026 | 25,453 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $414,066 | 24,854 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $454,420 | 25,659 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $325,653 | 23,840 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||