Position in MSCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,801
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#937
of 1,074 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $26,982 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
30 | $16,801 | |
| 2 | SPGI |
S&P Global Inc.
|
26 | $10,181 |
All Filings in MSCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,801 | 30 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||