Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s MSCI MSCI Stock Holding History

Capital Fund Management (CFM)’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
2019
Q4 		– Sell
-2,600
Closed -$566K – 1961
2019
Q3 		$566K Sell
2,600
-8,800
-77% -$2.04M 0.01% 1199
2019
Q2 		$2.72M Buy
+11,400
New +$2.56M 0.02% 710
2018
Q4 		– Sell
-12,500
Closed -$2.22M – 2096
2018
Q3 		$2.22M Sell
12,500
-33,900
-73% -$5.89M 0.01% 1065
2018
Q2 		$7.68M Buy
+46,400
New +$7.32M 0.04% 566

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

Capital Fund Management (CFM)'s MSCI Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its MSCI (MSCI) stake by 145% in Q2 2026, buying an estimated $9.54M and bringing the position to 27,584 shares worth $15.4M. The position accounts for 0.07% of the portfolio, ranked #420.

Capital Fund Management (CFM) first reported a position in MSCI in Q3 2014 and has held it in 25 quarters since. The position peaked at $27.5M in Q3 2018. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Capital Fund Management (CFM) held 27,584 shares of MSCI worth $15.4M as of Q2 2026.
  • Capital Fund Management (CFM) bought 16,347 MSCI shares in Q2 2026, an estimated $9.54M.
  • MSCI made up 0.07% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #420 holding.
  • Capital Fund Management (CFM) first reported a position in MSCI in Q3 2014 and has held it in 25 quarters since.
  • Capital Fund Management (CFM)'s MSCI position peaked at $27.5M in Q3 2018.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.