Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$63,757
+$24,590 QoQ
Shares Held
305
+28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,548
of 2,722 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $1,053,524 across 27 Capital Markets names. MS ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEX |
Streamex Corp.
|
385,030 | $327,275 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,744 | $160,918 | |
| 3 | GS |
Goldman Sachs Group Inc
|
158 | $159,796 | |
| 4 | XP |
XP Inc.
|
4,925 | $80,080 | |
| 5 | MS |
Morgan Stanley
This page
|
305 | $63,757 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
537 | $53,850 | |
| 7 | WULF |
Terawulf Inc.
|
1,762 | $43,521 | |
| 8 | IREN |
IREN Ltd
|
897 | $41,019 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,757 | 305 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $39,167 | 238 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,379 | 81 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,075 | 120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,889 | 127 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,850 | 93 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||