Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,305,533
-$96,598 QoQ
Shares Held
7,933
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $8,313,039 across 38 Capital Markets names. MS ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,049 | $2,579,423 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,221 | $1,430,469 | |
| 3 | MS |
Morgan Stanley
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|
7,933 | $1,305,533 | |
| 4 | SF |
Stifel Financial Corp
|
9,067 | $670,232 | |
| 5 | EVR |
Evercore Inc.
|
1,831 | $546,571 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
11,503 | $474,728 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,125 | $350,582 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,634 | $309,916 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,305,533 | 7,933 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,402,131 | 7,898 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,231,940 | 7,750 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $993,203 | 7,051 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $827,190 | 7,090 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,001,988 | 7,970 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $820,890 | 7,875 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $766,245 | 7,884 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $668,159 | 7,096 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $609,202 | 6,533 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||