Position in SHBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,188,576
+$950,748 QoQ
Shares Held
269,655
-3.8% QoQ
Ownership
0.808%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 177 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in SHBI 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. SHBI ranks #158 (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 SHBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,188,576 | 269,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,237,828 | 280,398 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,034,250 | 284,743 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,257,276 | 259,432 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,371,480 | 214,471 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,797,128 | 280,438 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,538,152 | 286,319 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,168,429 | 297,958 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,994,582 | 261,536 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,123,570 | 271,615 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,005,275 | 281,072 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,775,026 | 263,786 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,967,900 | 256,739 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,027,058 | 211,979 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,230,944 | 185,367 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,075,682 | 177,580 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,225,474 | 174,350 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,525,466 | 172,142 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,497,148 | 167,729 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,968,604 | 167,434 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,638,433 | 97,817 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,626,327 | 95,554 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,522,355 | 104,271 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,137,823 | 103,627 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,114,865 | 100,529 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,046,643 | 96,465 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||