TCFG Investment Advisors, LLC

Position in MS — Morgan Stanley

CIK 2121836 LAGUNA NIGUEL, CA

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$456,125

+$127,808 QoQ

Shares Held

2,182

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,851

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCFG Investment Advisors, LLC holds $911,791 across 3 Capital Markets names. MS ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,182	$456,125
2	HOOD	Robinhood Markets, Inc.	2,426	$243,279
3	GS	Goldman Sachs Group Inc	210	$212,387

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,125	2,182	+9.4%	Shares	Sole	2026-07-17
2026-03-31	$328,317	1,995	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.