Position in MSCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,075,836
-$146,638 QoQ
Shares Held
1,921
-15.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#525
of 1,078 holders
Holding Since
Jun 2024
9 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,836,795 across 8 Financial Data & Stock Exchanges names. MSCI ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
28,605 | $11,021,269 | |
| 2 | MCO |
Moodys Corp /De/
|
6,343 | $2,872,871 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
9,669 | $1,190,350 | |
| 4 | MSCI |
MSCI Inc.
This page
|
1,921 | $1,075,836 | |
| 5 | CME |
Cme Group Inc.
|
3,350 | $739,780 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,969 | $453,027 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,774 | $259,341 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,846 | $224,321 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,836 | 1,921 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,222,474 | 2,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $923,705 | 1,610 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,148,437 | 2,024 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,159,824 | 2,011 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $810,927 | 1,434 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $709,811 | 1,183 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $697,184 | 1,196 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $494,757 | 1,027 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||