Position in SBSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,093,061
-$764,195 QoQ
Shares Held
229,982
-19.3% QoQ
Ownership
0.772%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SBSI 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. SBSI ranks #139 (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 SBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,093,061 | 229,982 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,857,256 | 284,891 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,003,658 | 263,365 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,131,766 | 252,452 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,666,305 | 260,493 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,215,310 | 283,678 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,676,505 | 304,676 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $12,477,777 | 373,251 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,531,016 | 308,983 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $9,614,736 | 328,934 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,969,230 | 286,374 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,809,783 | 272,118 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,716,872 | 218,535 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,117,314 | 214,377 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,674,935 | 213,252 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,842,950 | 221,803 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,225,184 | 246,531 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,849,835 | 143,273 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,045,662 | 168,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,606,494 | 146,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,035,212 | 157,866 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,451,908 | 115,604 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,200,653 | 135,374 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,750,891 | 112,603 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,851,583 | 102,871 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,574,761 | 84,724 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||