Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$218,415
+$3,351 QoQ
Shares Held
390
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#832
of 1,074 holders
Holding Since
Sep 2021
13 quarters on record
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $25,503,117 across 8 Financial Data & Stock Exchanges names. MSCI ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
75,573 | $9,303,792 | |
| 2 | SPGI |
S&P Global Inc.
|
21,369 | $8,233,575 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,180 | $3,096,304 | |
| 4 | MCO |
Moodys Corp /De/
|
6,301 | $2,853,848 | |
| 5 | CME |
Cme Group Inc.
|
5,351 | $1,181,661 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6,567 | $517,610 | |
| 7 | MSCI |
MSCI Inc.
This page
|
390 | $218,415 | |
| 8 | DTCX |
Datacentrex, Inc.
|
55,007 | $97,912 |
All Filings in MSCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,415 | 390 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $215,064 | 399 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $444,067 | 774 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $273,491 | 482 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $298,751 | 518 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $296,887 | 525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $355,205 | 592 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $241,333 | 414 | Shares | Sole | 2024-11-13 | |
| 2022-09-30 | $478,309 | 1,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $422,865 | 1,026 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $526,012 | 1,046 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $786,081 | 1,283 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $278,011 | 457 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||