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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
Q2 		$733K Buy
1,308
+62
+5% +$36.2K 0.02% 608
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atomi Financial Group's MSCI Position: Q2 2026 in Review

Atomi Financial Group increased its MSCI (MSCI) stake by 5% in Q2 2026, buying an estimated $36.2K and bringing the position to 1,308 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #608.

Atomi Financial Group first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $837K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Atomi Financial Group held 1,308 shares of MSCI worth $733K as of Q2 2026.
  • Atomi Financial Group bought 62 MSCI shares in Q2 2026, an estimated $36.2K.
  • MSCI made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #608 holding.
  • Atomi Financial Group first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's MSCI position peaked at $837K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.