Focus Partners Wealth

Position in MSCI — MSCI Inc.

CIK 1542153 ST LOUIS, MO

Position in MSCI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$43,288,971

+$106,036 QoQ

Shares Held

80,312

+6.7% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 92.57924176507147.ToString("F0")% Shared 0.ToString("F0")% None 7.4207582349285275.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	2,900,880	$456,250,406
2	SPGI	S&P Global Inc.	288,357	$116,035,721
3	CME	Cme Group Inc.	365,881	$108,062,953
4	MSCI	MSCI Inc. This page	80,312	$43,288,971
5	MCO	Moodys Corp /De/	73,899	$32,238,438
6	MORN	Morningstar, Inc.	134,871	$22,799,942
7	CBOE	Cboe Global Markets, Inc.	79,135	$22,242,474
8	COIN	Coinbase Global, Inc.	83,341	$14,552,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,288,971	80,312	+6.7%	Shares	Sole	2026-05-15
2025-12-31	$43,182,935	75,267	+6.1%	Shares	Sole	2026-02-13
2025-09-30	$40,267,952	70,968	+181.9%	Shares	Sole	2025-11-14
2025-06-30	$14,521,736	25,179	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$13,983,684	24,728	+10.1%	Shares	Sole	2025-05-20
2024-12-31	$13,470,824	22,451	+225.2%	Shares	Sole	2025-05-29
2024-09-30	$4,024,548	6,904	-68.6%	Shares	Sole	2024-11-14
2024-06-30	$10,607,653	22,019	+311.1%	Shares	Sole	2024-08-15
2024-03-31	$3,001,770	5,356	+17.8%	Shares	Sole	2024-05-16
2023-12-31	$2,572,576	4,548	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.