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Citadel Investment Advisory’s MSCI MSCI Stock Holding History

Citadel Investment Advisory’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 		$328K Hold
585
– – 0.15% 57
2026
Q1 		$315K Hold
585
– – 0.15% 57
2025
Q4 		$336K Buy
585
+5
+0.9% +$2.8K 0.15% 59
2025
Q3 		$329K Hold
580
– – 0.15% 61
2025
Q2 		$335K Buy
+580
New +$321K 0.16% 63

Other funds holding MSCI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citadel Investment Advisory's MSCI Position: Q2 2026 in Review

Citadel Investment Advisory held its MSCI (MSCI) position steady in Q2 2026 at 585 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #57.

Citadel Investment Advisory first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $336K in Q4 2025. 443 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Citadel Investment Advisory held 585 shares of MSCI worth $328K as of Q2 2026.
  • Citadel Investment Advisory left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.15% of Citadel Investment Advisory's portfolio in Q2 2026, its #57 holding.
  • Citadel Investment Advisory first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Citadel Investment Advisory's MSCI position peaked at $336K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.