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Focus Financial Network’s MSCI MSCI Stock Holding History

Focus Financial Network’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 		– Sell
-576
Closed -$311K – 783
2026
Q1 		$311K Buy
576
+146
+34% +$82.3K 0.01% 595
2025
Q4 		$246K Sell
430
-36
-8% -$20.2K 0.01% 641
2025
Q3 		$264K Buy
466
+16
+4% +$9.04K 0.01% 636
2025
Q2 		$259K Buy
450
+13
+3% +$7.2K 0.01% 614
2025
Q1 		$247K Buy
437
+13
+3% +$7.56K 0.01% 605
2024
Q4 		$254K Buy
+424
New +$254K 0.01% 599

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 $3.37T AUM 44.26% 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

Focus Financial Network's MSCI Position: Q2 2026 in Review

Focus Financial Network sold out of MSCI (MSCI) in Q2 2026, closing a stake of 576 shares — an estimated $311K sold.

Focus Financial Network first reported a position in MSCI in Q4 2024 and held it in 6 quarters. The position peaked at $311K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Focus Financial Network reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Focus Financial Network sold 576 MSCI shares in Q2 2026, an estimated $311K.
  • Focus Financial Network first reported a position in MSCI in Q4 2024 and held it in 6 quarters.
  • Focus Financial Network's MSCI position peaked at $311K in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.