Position in SMBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,162,743
+$766,383 QoQ
Shares Held
93,987
-6.0% QoQ
Ownership
0.853%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 150 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SMBC 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. SMBC ranks #149 (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 SMBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,162,743 | 93,987 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,396,360 | 100,037 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $3,383,428 | 61,764 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,931,949 | 56,362 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $947,907 | 21,060 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $981,766 | 22,461 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,598,760 | 29,945 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $544,211 | 14,066 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $457,706 | 11,904 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $275,034 | 7,352 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $135,057 | 2,947 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $618,379 | 12,118 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $759,550 | 16,782 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $775,372 | 15,523 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,487,887 | 28,520 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,105,325 | 24,623 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $538,169 | 11,970 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $798,333 | 20,252 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $814,360 | 26,753 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $563,656 | 23,904 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $544,052 | 22,389 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $422,929 | 17,426 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||