Excelsior Advisor Network LLC

Position in MS — Morgan Stanley

CIK 2110679 SCOTTSDALE, AZ

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$491,244

New position

Shares Held

2,350

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,800

of 2,722 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $3,101,894 across 5 Capital Markets names. MS ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,751	$1,770,908
2	MS	Morgan Stanley This page	2,350	$491,244
3	CLSK	Cleanspark, Inc.	31,405	$456,942
4	IREN	IREN Ltd	7,360	$336,572
5	HIVE	HIVE Digital Technologies Ltd.	12,700	$46,228

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,244	2,350	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.