Position in MSCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$771,323
+$155,137 QoQ
Shares Held
1,431
+33.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $27,322,498 across 13 Financial Data & Stock Exchanges names. MSCI ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
67,896 | $20,053,083 | |
| 2 | SPGI |
S&P Global Inc.
|
4,966 | $2,112,238 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
10,942 | $1,720,957 | |
| 4 | MCO |
Moodys Corp /De/
|
1,978 | $862,902 | |
| 5 | MSCI |
MSCI Inc.
This page
|
1,431 | $771,323 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,761 | $656,708 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,429 | $460,867 | |
| 8 | TRU |
TransUnion
|
3,129 | $216,495 |
All Filings in MSCI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $771,323 | 1,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $616,186 | 1,074 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $599,184 | 1,056 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $210,510 | 365 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $140,244 | 248 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $153,602 | 256 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $136,988 | 235 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $118,510 | 246 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $132,826 | 237 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $91,635 | 162 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $90,815 | 177 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $105,590 | 225 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $133,206 | 238 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $81,404 | 175 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $84,779 | 201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,701 | 140 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $41,739 | 83 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $28,796 | 47 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,858 | 31 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $17,337 | 60 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||