Position in UNTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,422,129
+$1,004,067 QoQ
Shares Held
143,502
+0.3% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 123 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in UNTY 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. UNTY ranks #138 (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 UNTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,422,129 | 143,502 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,418,062 | 143,123 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,477,926 | 125,250 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,508,281 | 112,713 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $4,293,646 | 91,199 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,174,232 | 53,421 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,176,158 | 72,831 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,083,890 | 61,183 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,494,080 | 50,527 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,518,549 | 55,020 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,563,146 | 52,827 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $982,018 | 41,913 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $997,264 | 42,275 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $350,289 | 15,357 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $313,801 | 11,482 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $275,982 | 10,991 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $444,279 | 16,778 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $782,991 | 27,984 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $854,147 | 32,539 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $413,313 | 17,663 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $536,055 | 24,311 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $207,152 | 9,416 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $265,425 | 15,124 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $90,555 | 7,820 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $133,790 | 9,356 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $67,110 | 5,736 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||