Robertson Stephens Wealth Management, LLC
Position in MS — Morgan Stanley
CIK 1767307
San Francisco, CA
Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,003,810
+$210,583 QoQ
Shares Held
4,802
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,400
of 2,731 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $24,478,539 across 8 Capital Markets names. MS ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,320,518 | $14,116,337 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,998 | $4,646,340 | |
| 3 | LAZ |
Lazard, Inc.
|
38,846 | $1,629,201 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,101 | $1,113,518 | |
| 5 | MS |
Morgan Stanley
This page
|
4,802 | $1,003,810 | |
| 6 | SCHW |
Schwab Charles Corp
|
9,149 | $844,178 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,001 | $651,132 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,727 | $474,023 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,810 | 4,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $793,227 | 4,820 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $857,824 | 4,832 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $729,467 | 4,589 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $754,868 | 5,359 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $623,367 | 5,343 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $723,895 | 5,758 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $587,288 | 5,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $606,174 | 6,237 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $654,506 | 6,951 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $399,576 | 4,285 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $354,121 | 4,336 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $355,861 | 4,167 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $429,078 | 4,887 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $425,100 | 5,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $398,921 | 5,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,300 | 5,000 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $216,903 | 2,229 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||