Position in WAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,542,788
+$12,579,014 QoQ
Shares Held
943,343
+2.9% QoQ
Ownership
0.865%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in WAL 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. WAL ranks #42 (0.4% 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 WAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,542,788 | 943,343 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $64,963,774 | 916,920 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $108,986,156 | 1,296,374 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $102,935,767 | 1,186,990 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $62,481,314 | 801,248 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $104,491,253 | 1,360,032 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $109,843,566 | 1,314,862 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $74,354,756 | 859,692 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $41,146,717 | 654,994 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $75,394,552 | 1,174,553 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $43,102,970 | 655,160 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,006,934 | 892,037 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $25,107,399 | 688,440 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,846,741 | 642,846 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,657,525 | 481,154 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,207,765 | 368,235 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,323,060 | 330,355 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $22,679,840 | 273,845 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $27,917,841 | 259,339 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,335,776 | 104,170 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,761,541 | 212,833 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $8,659,201 | 91,690 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,425,978 | 107,189 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,989,079 | 189,408 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,425,918 | 37,653 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,964,027 | 64,163 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||