Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$302,981
+$10,838 QoQ
Shares Held
541
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#767
of 1,074 holders
Holding Since
Dec 2025
3 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, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. MSCI ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
This page
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in MSCI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,981 | 541 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $292,143 | 542 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $245,556 | 428 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||