Position in MSCI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$226,923
-$168,950 QoQ
Shares Held
421
-39.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $11,708,895 across 3 Financial Data & Stock Exchanges names.
All Filings in MSCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,923 | 421 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,873 | 690 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $751,250 | 1,324 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $878,951 | 1,524 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $852,208 | 1,507 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $986,416 | 1,644 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $971,161 | 1,666 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $540,041 | 1,121 | Shares | Sole | 2024-07-30 | |
| 2022-03-31 | $388,223 | 772 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||