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 $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

Capital Fund Management (CFM)'s MSCI Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its MSCI (MSCI) stake by 66% in Q1 2026, selling an estimated $12.3M and leaving 11,237 shares worth $6.06M. The position accounts for 0.03% of the portfolio, ranked #803.

Capital Fund Management (CFM) first reported a position in MSCI in Q3 2014 and has held it in 24 quarters since. The position peaked at $27.5M in Q3 2018. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Capital Fund Management (CFM) held 11,237 shares of MSCI worth $6.06M as of Q1 2026.
  • Capital Fund Management (CFM) sold 21,816 MSCI shares in Q1 2026, an estimated $12.3M.
  • MSCI made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #803 holding.
  • Capital Fund Management (CFM) first reported a position in MSCI in Q3 2014 and has held it in 24 quarters since.
  • Capital Fund Management (CFM)'s MSCI position peaked at $27.5M in Q3 2018.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.