Position in MSCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,520
+$3,052 QoQ
Shares Held
17
+41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#964
of 1,074 holders
Holding Since
Mar 2022
11 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, 2026SUMMIT SECURITIES GROUP LLC holds $307,350 across 10 Financial Data & Stock Exchanges names. MSCI ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
466 | $211,060 | |
| 2 | SPGI |
S&P Global Inc.
|
74 | $28,508 | |
| 3 | CME |
Cme Group Inc.
|
84 | $18,549 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
131 | $16,127 | |
| 5 | MSCI |
MSCI Inc.
This page
|
17 | $9,520 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 | |
| 7 | COIN |
Coinbase Global, Inc.
|
52 | $7,601 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
24 | $5,824 |
All Filings in MSCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,520 | 17 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,468 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $123,925 | 216 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $75,465 | 133 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,990 | 52 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $49,744 | 106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,431 | 158 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,143 | 82 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $258,135 | 612 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $69,653 | 169 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $16,595 | 33 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||