Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$647,675
+$26,019 QoQ
Shares Held
1,430
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#805
of 1,401 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $864,410 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,430 | $647,675 | |
| 2 | MSCI |
MSCI Inc.
|
387 | $216,735 |
All Filings in MCO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,675 | 1,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $621,656 | 1,425 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $526,175 | 1,030 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $559,387 | 1,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $600,904 | 1,198 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $590,960 | 1,269 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $605,913 | 1,280 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $571,406 | 1,204 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $647,390 | 1,538 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $607,231 | 1,545 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $597,166 | 1,529 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $484,056 | 1,531 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $532,707 | 1,532 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $471,576 | 1,541 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||