Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,877
+$131,561 QoQ
Shares Held
2,951
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,671
of 2,723 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. MS ranks #4 (9.5% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,877 | 2,951 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $485,316 | 2,949 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $522,648 | 2,944 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $466,865 | 2,937 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $420,326 | 2,984 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $355,960 | 3,051 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $382,188 | 3,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $316,472 | 3,036 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $295,263 | 3,038 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $285,022 | 3,027 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $280,962 | 3,013 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $244,519 | 2,994 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,321 | 2,978 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $260,063 | 2,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,582 | 3,112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $237,741 | 3,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $227,951 | 2,997 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $265,171 | 3,034 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $296,934 | 3,025 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||