Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,121
+$568 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#943
of 1,074 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026RATIONAL ADVISORS, INC. holds $165,064 across 7 Financial Data & Stock Exchanges names. MSCI ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
116 | $42,382 | |
| 2 | CME |
Cme Group Inc.
|
134 | $29,591 | |
| 3 | MCO |
Moodys Corp /De/
|
63 | $28,533 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
200 | $24,622 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
204 | $16,079 | |
| 6 | MSCI |
MSCI Inc.
This page
|
27 | $15,121 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
36 | $8,736 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,121 | 27 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $14,553 | 27 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $15,490 | 27 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $12,483 | 22 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $20,762 | 36 | Shares | Other | 2025-07-31 | |
| 2023-09-30 | $5,130 | 10 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,692 | 10 | Shares | Sole | 2023-08-08 | |
| 2020-09-30 | $4,638 | 13 | Shares | Other | 2020-11-12 | |
| 2020-03-31 | $702,750 | 2,432 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||