Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$76,725
+$2,881 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#883
of 1,074 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $9,624,135 across 4 Financial Data & Stock Exchanges names. MSCI ranks #2 (0.8% of the industry book) .
All Filings in MSCI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,725 | 137 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $73,844 | 137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,601 | 137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $84,544 | 149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,241 | 153 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $26,680 | 52 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,403 | 52 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,103 | 52 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,188 | 52 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,933 | 52 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||