Position in SFST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,701,042
+$3,090,126 QoQ
Shares Held
126,040
+49.0% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 164 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SFST 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. SFST ranks #143 (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 SFST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,701,042 | 126,040 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,610,916 | 84,604 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,784,757 | 54,052 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,175,466 | 49,308 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,131,959 | 56,060 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,745,647 | 53,027 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,168,638 | 54,557 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,119,399 | 62,189 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,459,248 | 49,906 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,861,578 | 58,614 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,237,573 | 60,312 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,347,939 | 50,035 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,272,445 | 51,412 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,055,893 | 34,394 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,432,567 | 31,313 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,324,076 | 31,783 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,096,461 | 25,154 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $476,318 | 9,369 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $569,218 | 9,109 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $474,116 | 8,862 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $589,975 | 11,532 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $917,393 | 19,569 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $602,786 | 17,052 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $372,319 | 15,417 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $237,556 | 8,573 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $302,763 | 10,672 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||