Position in WTBA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,812,140
+$735,489 QoQ
Shares Held
181,385
+5.9% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. WTBA ranks #179 (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 WTBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,812,140 | 181,385 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,076,651 | 171,360 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,132,086 | 186,214 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,420,685 | 168,341 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,485,226 | 177,546 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,345,291 | 167,768 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,908,300 | 180,522 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,467,534 | 182,406 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,599,738 | 145,237 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,693,664 | 151,075 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,392,972 | 160,046 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,240,696 | 137,382 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,586,804 | 140,511 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,874,232 | 157,320 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,966,200 | 155,233 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,048,134 | 50,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,494,715 | 61,410 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $652,846 | 23,993 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $789,518 | 25,411 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $478,856 | 15,946 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $463,480 | 16,702 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $885,137 | 36,743 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,606,202 | 83,223 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $924,975 | 58,395 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $567,479 | 32,446 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $922,383 | 56,415 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||