Position in MSCI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$58,244
+$1,648 QoQ
Shares Held
104
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 1,074 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $39,401,165 across 9 Financial Data & Stock Exchanges names. MSCI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
55,907 | $13,566,951 | |
| 2 | CME |
Cme Group Inc.
|
56,179 | $12,406,008 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
154,567 | $12,182,970 | |
| 4 | SPGI |
S&P Global Inc.
|
1,439 | $524,389 | |
| 5 | COIN |
Coinbase Global, Inc.
|
1,970 | $287,994 | |
| 6 | MCO |
Moodys Corp /De/
|
352 | $159,427 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
1,292 | $159,058 | |
| 8 | MSCI |
MSCI Inc.
This page
|
104 | $58,244 |
All Filings in MSCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,244 | 104 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $56,596 | 105 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $59,094 | 103 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $52,200 | 92 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $64,594 | 112 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $65,032 | 115 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $77,401 | 129 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||