Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,360,088
+$747,466 QoQ
Shares Held
104,207
-2.5% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
5.14%
of 13F equity value
Holder Rank
#99
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026YCG, LLC holds $216,093,735 across 4 Financial Data & Stock Exchanges names. MSCI ranks #2 (27.0% of the industry book) .
All Filings in MSCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,360,088 | 104,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $57,612,622 | 106,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $63,274,386 | 110,286 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $62,252,820 | 109,714 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $60,624,025 | 105,115 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $60,260,245 | 106,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $64,271,271 | 107,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,476,688 | 107,177 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $51,241,338 | 106,365 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $49,662,034 | 88,611 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $50,509,151 | 89,294 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $49,159,220 | 95,812 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $44,929,355 | 95,739 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,716,641 | 94,189 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,800,407 | 94,160 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $38,241,168 | 90,664 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,307,818 | 90,520 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $45,425,150 | 90,330 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $55,039,780 | 89,833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $65,858,280 | 108,259 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $69,110,623 | 129,644 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $54,307,242 | 129,525 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $57,645,683 | 129,097 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $48,080,743 | 134,763 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $46,011,745 | 137,834 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $41,027,118 | 141,982 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||