TRANSCEND CAPITAL ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1776082 MADISON, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,888,191

+$1,637,111 QoQ

Shares Held

23,384

+18.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#747

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $10,869,254 across 9 Capital Markets names. MS ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	23,384	$4,888,191
2	GS	Goldman Sachs Group Inc	3,094	$3,129,178
3	EVR	Evercore Inc.	2,197	$750,143
4	JEF	Jefferies Financial Group Inc.	9,909	$495,251
5	HOOD	Robinhood Markets, Inc.	4,171	$418,267
6	SCHW	Schwab Charles Corp	4,373	$403,496
7	SF	Stifel Financial Corp	4,294	$299,592
8	TW	Tradeweb Markets Inc.	2,694	$268,484

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,888,191	23,384	+18.4%	Shares	Sole	2026-08-04
2026-03-31	$3,251,080	19,755	-23.3%	Shares	Sole	2026-05-13
2025-12-31	$4,572,107	25,754	+8.1%	Shares	Sole	2026-01-23
2025-09-30	$3,787,698	23,828	-2.5%	Shares	Sole	2025-11-04
2025-06-30	$3,442,759	24,441	+1.5%	Shares	Sole	2025-08-01
2025-03-31	$2,810,230	24,087	-4.6%	Shares	Sole	2025-04-24
2024-12-31	$3,173,927	25,246	-1.5%	Shares	Sole	2025-02-03
2024-09-30	$2,671,254	25,626	-3.1%	Shares	Sole	2024-10-15
2024-06-30	$2,569,703	26,440	+4.2%	Shares	Sole	2024-07-02
2024-03-31	$2,388,933	25,371	-1.7%	Shares	Sole	2024-05-03
2023-12-31	$2,407,342	25,816	-0.4%	Shares	Sole	2024-02-05
2023-09-30	$2,115,824	25,907	-16.6%	Shares	Sole	2023-10-31
2023-06-30	$2,653,207	31,068	-11.4%	Shares	Sole	2023-07-13
2023-03-31	$3,078,531	35,063	-9.0%	Shares	Sole	2023-04-12
2022-12-31	$3,275,650	38,528	-21.3%	Shares	Sole	2023-01-20
2022-09-30	$3,869,356	48,973	+5.4%	Shares	Sole	2022-10-17
2022-06-30	$3,532,910	46,449	-3.6%	Shares	Sole	2022-07-12
2022-03-31	$4,212,417	48,197	+0.2%	Shares	Sole	2022-04-20
2021-12-31	$4,723,066	48,116	+11.7%	Shares	Sole	2022-01-20
2021-09-30	$4,191,920	43,078	+6.4%	Shares	Sole	2021-11-04
2021-06-30	$3,713,903	40,505	+4.4%	Shares	Sole	2021-08-13
2021-03-31	$3,011,887	38,783	-4.5%	Shares	Sole	2021-05-12
2020-12-31	$2,782,592	40,604	+221.3%	Shares	Sole	2021-02-12
2020-09-30	$610,998	12,637	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.