Position in MSCI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$374,666
+$146,277 QoQ
Shares Held
669
+68.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#719
of 1,074 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $2,927,042 across 7 Financial Data & Stock Exchanges names. MSCI ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,518 | $687,532 | |
| 2 | SPGI |
S&P Global Inc.
|
1,731 | $667,091 | |
| 3 | MSCI |
MSCI Inc.
This page
|
669 | $374,666 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,531 | $352,252 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,066 | $302,028 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,271 | $279,582 | |
| 7 | CME |
Cme Group Inc.
|
1,195 | $263,891 |
All Filings in MSCI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,666 | 669 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $228,389 | 396 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $210,003 | 350 | Shares | Sole | 2025-02-06 | |
| 2021-09-30 | $306,603 | 504 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $266,006 | 499 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $204,608 | 488 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $216,120 | 484 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||