Position in MSCI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$84,006
+$5,850 QoQ
Shares Held
150
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#876
of 1,074 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $12,176,807 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (0.7% of the industry book) .
All Filings in MSCI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,006 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $78,156 | 145 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||