Position in MSCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$242,497
-$237,760 QoQ
Shares Held
433
-51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#808
of 1,074 holders
Holding Since
Dec 2024
7 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, 2026BIRCH FINANCIAL GROUP, LLC holds $720,152 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,163 | $477,655 | |
| 2 | MSCI |
MSCI Inc.
This page
|
433 | $242,497 |
All Filings in MSCI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,497 | 433 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $480,257 | 891 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $616,759 | 1,075 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $604,859 | 1,066 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $591,735 | 1,026 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $602,257 | 1,065 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $642,010 | 1,070 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||