Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,184,838
+$252,056 QoQ
Shares Held
5,668
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,303
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROGCO, LP holds $2,007,081 across 2 Capital Markets names. MS ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,668 | $1,184,838 | |
| 2 | GS |
Goldman Sachs Group Inc
|
813 | $822,243 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,838 | 5,668 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $932,782 | 5,668 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,008,015 | 5,678 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $867,444 | 5,457 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $809,099 | 5,744 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $597,817 | 5,124 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $647,332 | 5,149 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $537,357 | 5,155 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $505,096 | 5,197 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $455,169 | 4,834 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $397,618 | 4,264 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $119,401 | 1,462 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||