Position in SFBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$50,111,046
+$4,148,767 QoQ
Shares Held
1,155,298
-8.5% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SFBS 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. SFBS ranks #61 (0.2% 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 SFBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,111,046 | 577,649 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,962,279 | 631,090 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,894,654 | 681,079 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $44,248,897 | 549,471 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $49,830,322 | 642,889 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $53,030,105 | 642,011 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,082,148 | 685,416 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $53,584,041 | 666,054 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $37,323,675 | 590,658 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $40,324,312 | 607,660 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $42,038,793 | 630,929 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,465,402 | 564,796 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $22,808,190 | 557,385 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $27,180,715 | 497,542 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $33,864,091 | 491,425 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,175,280 | 352,191 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,812,194 | 352,410 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $22,434,979 | 235,439 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $19,558,621 | 230,264 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,132,294 | 207,356 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,659,204 | 215,640 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,907,735 | 161,548 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,329,709 | 256,384 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,059,970 | 236,849 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,078,619 | 197,948 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,634,674 | 226,285 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||