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Disclosery

MORGAN STANLEY: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on XLF, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 46,449,938 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,449,938 shares
    Change vs previous 13F -3,300,437 shares

    0.13% of the 13F portfolio, value $2,490,181,286.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,750,375 shares
    Change vs previous 13F +8,827,113 shares

    0.15% of the 13F portfolio, value $2,456,176,096.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 40,923,262 shares
    Change vs previous 13F -6,491,814 shares

    0.13% of the 13F portfolio, value $2,241,367,162.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 47,415,076 shares
    Change vs previous 13F +9,946,857 shares

    0.15% of the 13F portfolio, value $2,554,250,255.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 37,468,219 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,698,059,806.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).