Position in SPFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,769,198
+$43,942 QoQ
Shares Held
64,273
-1.2% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPFI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. SPFI ranks #215 (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 SPFI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,198 | 64,273 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,725,256 | 65,042 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,407,810 | 62,057 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,451,266 | 37,549 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,377,915 | 38,233 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,790,630 | 54,065 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,019,424 | 58,113 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,992,356 | 58,737 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $882,711 | 32,693 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $917,170 | 34,274 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,168,677 | 40,355 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $632,284 | 23,914 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $872,305 | 38,752 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $725,902 | 33,905 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $866,999 | 31,493 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,168,928 | 42,414 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $938,030 | 38,858 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $664,765 | 25,010 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $651,558 | 23,429 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $546,306 | 22,408 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $507,262 | 21,931 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $534,646 | 23,532 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $592,982 | 31,292 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $266,777 | 21,497 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $338,298 | 23,757 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $317,978 | 20,528 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||