Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$336,024
-$24,573 QoQ
Shares Held
600
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#741
of 1,074 holders
Holding Since
Jun 2025
5 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, 2026POTOMAC FUND MANAGEMENT INC /ADV holds $891,190 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,514 | $555,166 | |
| 2 | MSCI |
MSCI Inc.
This page
|
600 | $336,024 |
All Filings in MSCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,024 | 600 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $360,597 | 669 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $380,382 | 663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,216 | 515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $216,277 | 375 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||