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Chancellor Financial Group WB’s MSCI MSCI Stock Holding History

Chancellor Financial Group WB’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
Q1 		$252K Hold
467
– – 0.18% 110
2025
Q4 		$268K Hold
467
– – 0.18% 108
2025
Q3 		$265K Hold
467
– – 0.19% 105
2025
Q2 		$269K Hold
467
– – 0.21% 100
2025
Q1 		$264K Hold
467
– – 0.22% 92
2024
Q4 		$280K Buy
+467
New +$280K 0.23% 90

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

Chancellor Financial Group WB's MSCI Position: Q1 2026 in Review

Chancellor Financial Group WB held its MSCI (MSCI) position steady in Q1 2026 at 467 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #110.

Chancellor Financial Group WB first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Chancellor Financial Group WB held 467 shares of MSCI worth $252K as of Q1 2026.
  • Chancellor Financial Group WB left its MSCI share count unchanged in Q1 2026.
  • MSCI made up 0.18% of Chancellor Financial Group WB's portfolio in Q1 2026, its #110 holding.
  • Chancellor Financial Group WB first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's MSCI position peaked at $280K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.