Frank Rimerman Advisors
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Frank Rimerman Advisors’s MSCI MSCI Stock Holding History

Frank Rimerman Advisors’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
Q3 		$1.01M Sell
1,881
-57
-3% -$32.6K 0.06% 261
2026
Q2 		$1.09M Buy
1,938
+18
+0.9% +$10.5K 0.06% 235
2026
Q1 		$1.03M Sell
1,920
-4
-0.2% -$2.26K 0.07% 233
2025
Q4 		$1.1M Buy
1,924
+16
+0.8% +$8.97K 0.07% 218
2025
Q3 		$1.08M Sell
1,908
-36
-2% -$20.4K 0.07% 215
2025
Q2 		$1.12M Sell
1,944
-103
-5% -$57K 0.08% 194
2025
Q1 		$1.16M Buy
2,047
+29
+1% +$16.9K 0.09% 179
2024
Q4 		$1.21M Buy
2,018
+50
+3% +$30K 0.09% 172
2024
Q3 		$1.15M Buy
1,968
+17
+0.9% +$9.22K 0.08% 193
2024
Q2 		$940K Buy
1,951
+1,943
+24,288% +$964K 0.07% 232
2024
Q1 		$4.48K Hold
8
– – ﹤0.01% 212
2023
Q4 		$4.52K Buy
+8
New +$4.13K ﹤0.01% 203
2022
Q2 		– Sell
-1,191
Closed -$599K – 110
2022
Q1 		$599K Hold
1,191
– – 0.19% 67
2021
Q4 		$730K Buy
1,191
+154
+15% +$96.6K 0.24% 59
2021
Q3 		$631K Buy
+1,037
New +$634K 0.24% 56

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Frank Rimerman Advisors's MSCI Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its MSCI (MSCI) stake by 2.9% in Q3 2026, selling an estimated $32.6K and leaving 1,881 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #261.

Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2024. 217 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Frank Rimerman Advisors held 1,881 shares of MSCI worth $1.01M as of Q3 2026.
  • Frank Rimerman Advisors sold 57 MSCI shares in Q3 2026, an estimated $32.6K.
  • MSCI made up 0.06% of Frank Rimerman Advisors's portfolio in Q3 2026, its #261 holding.
  • Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 15 quarters since.
  • Frank Rimerman Advisors's MSCI position peaked at $1.21M in Q4 2024.
  • 217 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.