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Johnson Financial Group Inc (Wisconsin)’s MSCI MSCI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-5
Closed -$2.7K – 898
2026
Q1 		$2.7K Sell
5
-61
-92% -$34.4K ﹤0.01% 753
2025
Q4 		$37.9K Sell
66
-25
-27% -$14K ﹤0.01% 532
2025
Q3 		$51.6K Buy
91
+49
+117% +$27.7K ﹤0.01% 598
2025
Q2 		$24.2K Sell
42
-11
-21% -$6.09K ﹤0.01% 528
2025
Q1 		$30K Sell
53
-10
-16% -$5.81K ﹤0.01% 685
2024
Q4 		$37.6K Buy
63
+47
+294% +$28.2K ﹤0.01% 535
2024
Q3 		$9.33K Buy
16
+14
+700% +$7.59K ﹤0.01% 692
2024
Q2 		$964 Buy
+2
New +$992 ﹤0.01% 742
2023
Q1 		– Sell
-18
Closed -$8.37K – 684
2022
Q4 		$8.37K Hold
18
– – ﹤0.01% 507
2022
Q3 		$8K Buy
18
+14
+350% +$6.41K ﹤0.01% 509
2022
Q2 		$2K Buy
+4
New +$1.74K ﹤0.01% 608
2015
Q3 		– Sell
-102
Closed -$6K – 839
2015
Q2 		$6K Buy
+102
New +$6.33K ﹤0.01% 733

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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s MSCI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of MSCI (MSCI) in Q2 2026, closing a stake of 5 shares — an estimated $2.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MSCI in Q2 2015 and held it in 12 quarters. The position peaked at $51.6K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5 MSCI shares in Q2 2026, an estimated $2.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in MSCI in Q2 2015 and held it in 12 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s MSCI position peaked at $51.6K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.