PERSONAL CFO SOLUTIONS, LLC

Position in MORN — Morningstar, Inc.

CIK 1677501 CHESTER, NJ

Position in MORN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$365,866

+$54,814 QoQ

Shares Held

2,345

+27.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#251

of 416 holders

Holding Since

Sep 2020

6 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names. MORN ranks #5 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,238	$693,329
2	MCO	Moodys Corp /De/	1,468	$664,886
3	CME	Cme Group Inc.	1,809	$399,481
4	CBOE	Cboe Global Markets, Inc.	1,563	$379,293
5	MORN	Morningstar, Inc. This page	2,345	$365,866

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,866	2,345	+27.4%	Shares	Sole	2026-08-07
2026-03-31	$311,052	1,840	+8.0%	Shares	Sole	2026-04-30
2025-12-31	$370,296	1,704	+89.3%	Shares	Defined	2026-01-22
2025-09-30	$208,809	900	-10.7%	Shares	Defined	2025-11-10
2020-12-31	$233,422	1,008	-25.2%	Shares	Defined	2021-02-09
2020-09-30	$216,502	1,348	—	Shares	Defined	2020-11-02
No filing history on record for this holder in this stock.