Position in WF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,825,736
+$10,624,236 QoQ
Shares Held
1,843,654
+29.0% QoQ
Ownership
0.760%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 200 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WF 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. WF ranks #38 (0.5% 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 WF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,825,736 | 1,843,654 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $95,201,500 | 1,429,452 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $82,300,352 | 1,399,904 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $75,169,462 | 1,338,726 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $75,164,852 | 1,511,459 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $46,610,327 | 1,396,355 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,326,653 | 1,354,453 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $48,403,321 | 1,354,697 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $42,935,904 | 1,340,072 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $41,242,494 | 1,271,739 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $39,180,833 | 1,296,520 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $33,662,325 | 1,227,656 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $31,970,298 | 1,186,282 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,213,840 | 1,111,215 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,913,242 | 1,086,569 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,354,839 | 1,001,561 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,827,057 | 948,623 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,704,816 | 71,822 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,328,814 | 72,481 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,144,379 | 74,200 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,196,330 | 72,558 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,109,138 | 77,828 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,182,787 | 79,722 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,687,397 | 76,422 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,305,856 | 58,902 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,588,130 | 84,565 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||