Position in MSCI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,478,505
-$279,206 QoQ
Shares Held
2,640
-19.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#472
of 1,074 holders
Holding Since
Jun 2024
9 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, 2026Portside Wealth Group, LLC holds $4,216,656 across 4 Financial Data & Stock Exchanges names. MSCI ranks #2 (35.1% of the industry book) .
All Filings in MSCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,505 | 2,640 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,757,711 | 3,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,092,978 | 5,391 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,677,383 | 6,481 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $4,143,876 | 7,185 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,071,600 | 7,200 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $4,398,673 | 7,331 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $4,487,977 | 7,699 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $2,378,881 | 4,938 | Shares | Other | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||