Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,964,060
+$19,851 QoQ
Shares Held
3,507
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#432
of 1,074 holders
Holding Since
Jun 2023
13 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, 2026Palumbo Wealth Management LLC holds $2,937,004 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
3,507 | $1,964,060 | |
| 2 | SPGI |
S&P Global Inc.
|
2,525 | $972,944 |
All Filings in MSCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,060 | 3,507 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,944,209 | 3,607 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,547,361 | 4,440 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $2,516,463 | 4,435 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,528,428 | 4,384 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,409,595 | 4,261 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,077,234 | 3,462 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,760,448 | 3,020 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,415,381 | 2,938 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,199,923 | 2,141 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $936,716 | 1,656 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $808,614 | 1,576 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $518,096 | 1,104 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||