PDS Planning, Inc

Position in MSCI — MSCI Inc.

CIK 838618 DUBLIN, OH

Position in MSCI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$285,620

+$7,491 QoQ

Shares Held

510

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#773

of 1,074 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names. MSCI ranks #6 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,970	$759,132
2	CME	Cme Group Inc.	2,659	$587,186
3	MCO	Moodys Corp /De/	1,161	$525,840
4	ICE	Intercontinental Exchange, Inc.	2,908	$358,003
5	CBOE	Cboe Global Markets, Inc.	1,391	$337,553
6	MSCI	MSCI Inc. This page	510	$285,620
7	NDAQ	Nasdaq, Inc.	3,314	$261,209

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,620	510	-1.2%	Shares	Sole	2026-08-05
2026-03-31	$278,129	516	+0.8%	Shares	Sole	2026-04-22
2025-12-31	$293,749	512	-9.9%	Shares	Sole	2026-01-26
2025-09-30	$322,288	568	+6.8%	Shares	Sole	2025-10-21
2025-06-30	$306,825	532	+0.8%	Shares	Sole	2025-07-24
2025-03-31	$298,584	528	+17.1%	Shares	Sole	2025-04-24
2024-12-31	$270,604	451	+8.2%	Shares	Sole	2025-02-10
2024-09-30	$243,081	417	-8.8%	Shares	Sole	2024-10-30
2024-03-31	$256,125	457	+5.5%	Shares	Sole	2024-05-01
2023-12-31	$244,926	433	-2.5%	Shares	Sole	2024-02-01
2023-09-30	$227,807	444	+3.5%	Shares	Sole	2023-10-23
2023-06-30	$201,325	429	+8.1%	Shares	Sole	2023-07-21
2023-03-31	$222,196	397	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.