Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,405,602
New position
Shares Held
6,081
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#364
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, 2026Evelyn Partners Group Ltd holds $85,424,250 across 7 Financial Data & Stock Exchanges names. MSCI ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
576,299 | $45,423,885 | |
| 2 | SPGI |
S&P Global Inc.
|
50,354 | $19,401,456 | |
| 3 | CME |
Cme Group Inc.
|
67,847 | $14,982,650 | |
| 4 | MSCI |
MSCI Inc.
This page
|
6,081 | $3,405,602 | |
| 5 | COIN |
Coinbase Global, Inc.
|
12,307 | $1,799,159 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,684 | $330,426 | |
| 7 | MCO |
Moodys Corp /De/
|
179 | $81,072 |
All Filings in MSCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,405,602 | 6,081 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||