Pinnacle Wealth Planning Services, Inc.

Position in MSCI — MSCI Inc.

CIK 1726752 MANSFIELD, OH

Back to MSCI Full portfolio

Position in MSCI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$182,013

+$25,701 QoQ

Shares Held

325

+12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#849

of 1,074 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSCI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. MSCI ranks #7 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,001	$770,943
2	ICE	Intercontinental Exchange, Inc.	3,943	$485,422
3	MCO	Moodys Corp /De/	1,051	$476,018
4	CBOE	Cboe Global Markets, Inc.	869	$210,880
5	CME	Cme Group Inc.	928	$204,930
6	NDAQ	Nasdaq, Inc.	2,432	$191,690
7	MSCI	MSCI Inc. This page	325	$182,013
8	COIN	Coinbase Global, Inc.	151	$22,074

All Filings in MSCI

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,013	325	+12.1%	Shares	Sole	2026-08-07
2026-03-31	$156,312	290	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$164,660	287	-24.5%	Shares	Sole	2026-02-13
2024-09-30	$221,513	380	+0.5%	Shares	Sole	2024-11-13
2024-03-31	$211,850	378	0.0%	Shares	Sole	2024-05-10
2023-12-31	$213,815	378	-4.1%	Shares	Sole	2024-02-08
2023-03-31	$220,517	394	-31.8%	Shares	Sole	2023-05-03
2022-09-30	$243,794	578	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$236,986	575	+28.3%	Shares	Sole	2022-08-03
2022-03-31	$225,290	448	+93.9%	Shares	Sole	2022-04-20
2020-12-31	$103,148	231	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.