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Atomi Financial Group’s MSCI MSCI Stock Holding History

Atomi Financial Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$672K Sell
1,246
-181
-13% -$102K 0.02% 588
2025
Q4 		$819K Sell
1,427
-49
-3% -$27.5K 0.02% 479
2025
Q3 		$837K Buy
1,476
+98
+7% +$55.4K 0.03% 444
2025
Q2 		$794K Buy
1,378
+187
+16% +$104K 0.03% 416
2025
Q1 		$674K Buy
1,191
+97
+9% +$56.4K 0.03% 417
2024
Q4 		$657K Buy
1,094
+582
+114% +$349K 0.03% 374
2024
Q3 		$299K Buy
+512
New +$278K 0.02% 665
2024
Q2 		– Sell
-384
Closed -$215K – 823
2024
Q1 		$215K Buy
+384
New +$216K 0.02% 651

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atomi Financial Group's MSCI Position: Q1 2026 in Review

Atomi Financial Group reduced its MSCI (MSCI) stake by 13% in Q1 2026, selling an estimated $102K and leaving 1,246 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #588.

Atomi Financial Group first reported a position in MSCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $837K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Atomi Financial Group held 1,246 shares of MSCI worth $672K as of Q1 2026.
  • Atomi Financial Group sold 181 MSCI shares in Q1 2026, an estimated $102K.
  • MSCI made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #588 holding.
  • Atomi Financial Group first reported a position in MSCI in Q1 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's MSCI position peaked at $837K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.