Verdence Capital Advisors LLC

Position in MSCI — MSCI Inc.

CIK 1719305 HUNT VALLEY, MD

Position in MSCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$993,510

-$661,789 QoQ

Shares Held

1,774

-42.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#536

of 1,074 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $4,431,116 across 5 Financial Data & Stock Exchanges names. MSCI ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	7,790	$1,720,265
2	MCO	Moodys Corp /De/	2,218	$1,004,576
3	MSCI	MSCI Inc. This page	1,774	$993,510
4	SPGI	S&P Global Inc.	1,192	$459,389
5	MORN	Morningstar, Inc.	1,624	$253,376

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$993,510	1,774	-42.2%	Shares	Sole	2026-07-29
2026-03-31	$1,655,299	3,071	-2.0%	Shares	Sole	2026-04-30
2025-12-31	$1,798,643	3,135	-8.7%	Shares	Sole	2026-01-29
2025-09-30	$1,949,053	3,435	+5.2%	Shares	Sole	2025-10-29
2025-06-30	$1,883,056	3,265	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$1,810,165	3,201	-13.5%	Shares	Sole	2025-05-02
2024-12-31	$2,220,037	3,700	+0.9%	Shares	Sole	2025-02-06
2024-09-30	$2,137,604	3,667	+27.9%	Shares	Sole	2024-11-01
2024-06-30	$1,380,695	2,866	+100.1%	Shares	Sole	2024-07-25
2024-03-31	$802,564	1,432	+0.4%	Shares	Sole	2024-04-25
2023-12-31	$807,182	1,427	+7.3%	Shares	Sole	2024-02-01
2023-09-30	$682,396	1,330	—	Shares	Sole	2023-10-25
No filing history on record for this holder in this stock.