Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$425,630
+$40,238 QoQ
Shares Held
760
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#696
of 1,074 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. MSCI ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
This page
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,562 | $379,050 |
All Filings in MSCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,630 | 760 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $385,392 | 715 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $466,442 | 813 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $545,281 | 961 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $389,299 | 675 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $333,079 | 589 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $345,005 | 575 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $323,526 | 555 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $278,451 | 578 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $357,006 | 637 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $368,803 | 652 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $334,015 | 651 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $395,141 | 706 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $336,783 | 724 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $272,054 | 645 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $256,769 | 623 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $264,514 | 526 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $537,329 | 877 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $449,386 | 843 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $256,180 | 611 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $173,253 | 388 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||