Position in SBFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$745,160
+$245,255 QoQ
Shares Held
29,488
+23.9% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 71 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SBFG 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. SBFG ranks #254 (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 SBFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,160 | 29,488 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $499,905 | 23,805 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $571,001 | 25,640 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $431,206 | 22,354 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $287,913 | 15,074 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $107,178 | 5,148 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,473 | 2,653 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $29,646 | 1,442 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,174 | 1,441 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,856 | 1,441 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $22,119 | 1,441 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,155 | 1,493 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,307 | 896 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,966 | 1,130 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,153 | 1,130 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,666 | 1,820 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,939 | 2,314 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $72,491 | 3,641 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $139,950 | 7,115 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $116,442 | 6,405 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $133,770 | 7,231 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $133,005 | 7,284 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $244,074 | 13,352 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $126,292 | 9,362 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $179,612 | 10,807 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $176,196 | 15,845 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||