Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$299,592
-$50,640 QoQ
Shares Held
4,294
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#395
of 595 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,869,254 across 9 Capital Markets names. SF ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
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
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|
4,294 | $299,592 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,694 | $268,484 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,592 | 4,294 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $350,232 | 4,738 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $268,346 | 2,143 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||