Position in MCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,075,440
+$139,658 QoQ
Shares Held
175,139
+2.8% QoQ
Ownership
0.852%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#7
of 66 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sky Investment Group LLC holds $8,278,756 across 3 Asset Management names. MCI ranks #2 (37.1% of the industry book) .
All Filings in MCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,075,440 | 175,139 | Principal | Sole | 2026-07-20 | |
| 2026-03-31 | $2,935,782 | 170,289 | Principal | Sole | 2026-04-16 | |
| 2025-12-31 | $3,063,520 | 168,789 | Principal | Sole | 2026-01-14 | |
| 2025-09-30 | $3,522,743 | 169,689 | Principal | Sole | 2025-10-09 | |
| 2025-06-30 | $3,676,546 | 169,739 | Principal | Sole | 2025-07-10 | |
| 2025-03-31 | $3,983,370 | 169,939 | Principal | Sole | 2025-04-16 | |
| 2024-12-31 | $3,474,565 | 170,489 | Principal | Sole | 2025-01-16 | |
| 2024-09-30 | $3,397,845 | 170,489 | Principal | Sole | 2024-10-21 | |
| 2024-06-30 | $3,080,939 | 165,464 | Principal | Sole | 2024-07-16 | |
| 2024-03-31 | $2,857,218 | 166,214 | Principal | Sole | 2024-04-23 | |
| 2023-12-31 | $3,158,699 | 171,389 | Principal | Sole | 2024-01-24 | |
| 2023-09-30 | $2,784,542 | 174,689 | Principal | Sole | 2023-10-26 | |
| 2023-06-30 | $2,628,941 | 176,439 | Principal | Sole | 2023-07-25 | |
| 2023-03-31 | $2,510,761 | 177,439 | Principal | Sole | 2023-04-25 | |
| 2022-12-31 | $2,481,934 | 177,789 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,318,878 | 179,064 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,393,202 | 178,464 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,712,067 | 178,074 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,863,999 | 179,224 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,578,252 | 165,804 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,545,300 | 167,454 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,371,638 | 170,254 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,261,411 | 171,579 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,181,925 | 174,554 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,373,221 | 176,579 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,037,647 | 175,508 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||