Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,022,633
+$64,274 QoQ
Shares Held
1,826
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#532
of 1,075 holders
Holding Since
Sep 2024
4 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, 2026Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. MSCI ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
39,065 | $9,479,903 | |
| 2 | SPGI |
S&P Global Inc.
|
17,004 | $6,551,591 | |
| 3 | COIN |
Coinbase Global, Inc.
|
23,394 | $3,419,968 | |
| 4 | MCO |
Moodys Corp /De/
|
3,088 | $1,398,616 | |
| 5 | MSCI |
MSCI Inc.
This page
|
1,826 | $1,022,633 | |
| 6 | CME |
Cme Group Inc.
|
3,527 | $778,867 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
6,236 | $767,713 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,454 | $272,244 |
All Filings in MSCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,633 | 1,826 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $958,359 | 1,778 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $220,312 | 384 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $219,181 | 376 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||