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Fortune Financial Group’s MSCI MSCI Stock Holding History

Fortune Financial Group’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 		$693K Sell
1,237
-4
-0.3% -$2.33K 0.54% 42
2026
Q1 		$669K Sell
1,241
-11
-0.9% -$6.2K 0.6% 32
2025
Q4 		$762K Buy
+1,252
New +$702K 0.75% 32

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

Fortune Financial Group's MSCI Position: Q2 2026 in Review

Fortune Financial Group reduced its MSCI (MSCI) stake by 0.32% in Q2 2026, selling an estimated $2.33K and leaving 1,237 shares worth $693K. The position accounts for 0.54% of the portfolio, ranked #42.

Fortune Financial Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $762K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Fortune Financial Group held 1,237 shares of MSCI worth $693K as of Q2 2026.
  • Fortune Financial Group sold 4 MSCI shares in Q2 2026, an estimated $2.33K.
  • MSCI made up 0.54% of Fortune Financial Group's portfolio in Q2 2026, its #42 holding.
  • Fortune Financial Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Fortune Financial Group's MSCI position peaked at $762K in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.