Position in MSCI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$612,683
-$29,277 QoQ
Shares Held
1,094
-8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#627
of 1,074 holders
Holding Since
Sep 2025
4 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, 2026BAM Wealth Management, LLC holds $612,683 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,094 | $612,683 |
All Filings in MSCI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,683 | 1,094 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $641,960 | 1,191 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $721,752 | 1,258 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $767,137 | 1,352 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||