BGAI
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Bruce G. Allen Investments’s MSCI MSCI Stock Holding History

Bruce G. Allen Investments’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 		$7.84K Hold
14
– – 0.01% 518
2026
Q1 		$7.55K Buy
14
+7
+100% +$3.95K ﹤0.01% 519
2025
Q4 		$4.02K Hold
7
– – ﹤0.01% 592
2025
Q3 		$3.97K Hold
7
– – ﹤0.01% 599
2025
Q2 		$4.04K Hold
7
– – ﹤0.01% 600
2025
Q1 		$3.96K Hold
7
– – ﹤0.01% 599
2024
Q4 		$4.2K Hold
7
– – ﹤0.01% 604
2024
Q3 		$4.08K Hold
7
– – ﹤0.01% 610
2024
Q2 		$3.37K Hold
7
– – ﹤0.01% 618
2024
Q1 		$3.92K Hold
7
– – ﹤0.01% 625
2023
Q4 		$3.96K Buy
+7
New +$3.61K ﹤0.01% 628

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

Bruce G. Allen Investments's MSCI Position: Q2 2026 in Review

Bruce G. Allen Investments held its MSCI (MSCI) position steady in Q2 2026 at 14 shares worth $7.84K. The position accounts for 0.01% of the portfolio, ranked #518.

Bruce G. Allen Investments first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bruce G. Allen Investments held 14 shares of MSCI worth $7.84K as of Q2 2026.
  • Bruce G. Allen Investments left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #518 holding.
  • Bruce G. Allen Investments first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.