Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,172,065
-$43,667 QoQ
Shares Held
5,664
-5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#371
of 1,074 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $8,687,063 across 3 Financial Data & Stock Exchanges names. MSCI ranks #2 (36.5% of the industry book) .
All Filings in MSCI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172,065 | 5,664 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,215,732 | 5,966 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,455,575 | 6,023 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,013,290 | 7,073 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $4,612,766 | 7,998 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,497,986 | 7,954 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,495,874 | 7,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,871,237 | 6,641 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,705,025 | 5,615 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,885,196 | 5,148 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,694,190 | 4,763 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,451,496 | 4,778 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||