Skip to main content
Equibles

ROTHSCHILD INVESTMENT LLC

Position in MS — Morgan Stanley

CIK 85338 CHICAGO, IL
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,079,159
+$1,773,626 QoQ
Shares Held
14,730
+85.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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, 2026

ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. MS ranks #3 (19.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 3,740 $3,782,523
2 SCHW
Schwab Charles Corp
 37,778 $3,485,776
3 MS
Morgan Stanley
This page 		14,730 $3,079,159
4 EVR
Evercore Inc.
 5,821 $1,987,522
5 JEF
Jefferies Financial Group Inc.
 32,666 $1,632,646
6 MKTX
Marketaxess Holdings Inc
 4,148 $470,756
7 SF
Stifel Financial Corp
 6,497 $453,295
8 LAZ
Lazard, Inc.
 6,693 $280,704

All Filings in MS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,079,159 14,730
2026-03-31 $1,305,533 7,933
2025-12-31 $1,402,131 7,898
2025-09-30 $1,231,940 7,750
2025-06-30 $993,203 7,051
2025-03-31 $827,190 7,090
2024-12-31 $1,001,988 7,970
2024-09-30 $820,890 7,875
2024-06-30 $766,245 7,884
2024-03-31 $668,159 7,096
2023-12-31 $609,202 6,533