Position in MSCI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,520,547
-$376,204 QoQ
Shares Held
2,821
-14.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Gibbs Wealth Management holds $3,845,309 across 5 Financial Data & Stock Exchanges names. MSCI ranks #1 (39.5% of the industry book) .
All Filings in MSCI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,520,547 | 2,821 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,896,751 | 3,306 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $2,147,079 | 3,784 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $2,512,856 | 4,357 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,036,931 | 3,602 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,792,829 | 2,988 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,481,808 | 2,542 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $619,530 | 1,286 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||