Roxbury Financial LLC

Position in MS — Morgan Stanley

CIK 2054149 MOUNT ARLINGTON, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$79,017

+$16,975 QoQ

Shares Held

378

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,528

of 2,723 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Roxbury Financial LLC holds $440,522 across 6 Capital Markets names. MS ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	274	$277,115
2	MS	Morgan Stanley This page	378	$79,017
3	LAZ	Lazard, Inc.	984	$41,268
4	SCHW	Schwab Charles Corp	228	$20,645
5	GLXY	Galaxy Digital Inc.	542	$14,818
6	IBKR	Interactive Brokers Group, Inc.	88	$7,659

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,017	378	+0.3%	Shares	Sole	2026-07-01
2026-03-31	$62,042	377	+0.5%	Shares	Sole	2026-04-17
2025-12-31	$66,573	375	+0.5%	Shares	Sole	2026-01-05
2025-09-30	$59,292	373	+0.8%	Shares	Sole	2025-10-01
2025-06-30	$52,118	370	+0.5%	Shares	Sole	2025-07-07
2025-03-31	$42,934	368	+0.8%	Shares	Sole	2025-04-09
2024-12-31	$45,887	365	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.