Position in MSCI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$252,018
+$7,308 QoQ
Shares Held
450
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#798
of 1,074 holders
Holding Since
Mar 2022
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, 2026Mayflower Financial Advisors, LLC holds $3,488,334 across 7 Financial Data & Stock Exchanges names. MSCI ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,987 | $1,763,769 | |
| 2 | SPGI |
S&P Global Inc.
|
1,131 | $412,268 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
4,878 | $384,483 | |
| 4 | MSCI |
MSCI Inc.
This page
|
450 | $252,018 | |
| 5 | COIN |
Coinbase Global, Inc.
|
1,593 | $232,880 | |
| 6 | FDS |
Factset Research Systems Inc
|
986 | $226,858 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
1,755 | $216,058 |
All Filings in MSCI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,018 | 450 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $244,710 | 454 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $234,655 | 409 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $233,205 | 411 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $236,463 | 410 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $234,682 | 415 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $247,804 | 413 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $239,584 | 411 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $227,542 | 406 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $226,825 | 401 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $205,232 | 400 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $223,316 | 399 | Shares | Sole | 2023-04-12 | |
| 2022-03-31 | $203,163 | 404 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||