Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,615,155
+$1,118,188 QoQ
Shares Held
2,884
+212.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 1,074 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $42,974,300 across 9 Financial Data & Stock Exchanges names. MSCI ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
41,929 | $18,990,482 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
69,049 | $8,500,622 | |
| 3 | SPGI |
S&P Global Inc.
|
14,567 | $5,612,449 | |
| 4 | COIN |
Coinbase Global, Inc.
|
23,747 | $3,471,573 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
30,301 | $2,388,324 | |
| 6 | MSCI |
MSCI Inc.
This page
|
2,884 | $1,615,155 | |
| 7 | CME |
Cme Group Inc.
|
5,435 | $1,200,211 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,910 | $948,839 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,155 | 2,884 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $496,967 | 922 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $927,721 | 1,617 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $998,074 | 1,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,049,090 | 1,819 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,289,340 | 2,280 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,480,441 | 4,134 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,077,870 | 5,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,036,952 | 6,304 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,305,848 | 2,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,080,391 | 1,910 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $974,338 | 1,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,718 | 1,214 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,320,868 | 2,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,417,953 | 5,198 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,140,941 | 2,705 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,483,740 | 3,600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,315,031 | 2,615 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,763,934 | 2,879 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $4,818,661 | 7,921 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,235,146 | 2,317 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $841,914 | 2,008 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,086,861 | 6,913 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||