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Bank of Jackson Hole Trust’s MSCI MSCI Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-93
Closed -$50.1K – 297
2026
Q1 		$50.1K Sell
93
-10
-10% -$5.64K 0.02% 248
2025
Q4 		$59.1K Sell
103
-59
-36% -$33.1K 0.03% 229
2025
Q3 		$91.9K Buy
162
+43
+36% +$24.3K 0.05% 188
2025
Q2 		$68.6K Buy
119
+95
+396% +$52.6K 0.04% 209
2025
Q1 		$14.2K Buy
+24
New +$14K 0.01% 353

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 $3.38T AUM 44.17% 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

Bank of Jackson Hole Trust's MSCI Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of MSCI (MSCI) in Q2 2026, closing a stake of 93 shares — an estimated $50.1K sold.

Bank of Jackson Hole Trust first reported a position in MSCI in Q1 2025 and held it in 5 quarters. The position peaked at $91.9K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 93 MSCI shares in Q2 2026, an estimated $50.1K.
  • Bank of Jackson Hole Trust first reported a position in MSCI in Q1 2025 and held it in 5 quarters.
  • Bank of Jackson Hole Trust's MSCI position peaked at $91.9K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.