JF
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JSF Financial’s MSCI MSCI Stock Holding History

JSF Financial’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 		$327K Hold
583
– – 0.05% 111
2026
Q1 		$314K Hold
583
– – 0.06% 102
2025
Q4 		$334K Sell
583
-50
-8% -$28K 0.07% 100
2025
Q3 		$359K Hold
633
– – 0.08% 94
2025
Q2 		$365K Hold
633
– – 0.09% 94
2025
Q1 		$358K Hold
633
– – 0.09% 93
2024
Q4 		$380K Hold
633
– – 0.1% 93
2024
Q3 		$369K Hold
633
– – 0.11% 84
2024
Q2 		$305K Hold
633
– – 0.09% 91
2024
Q1 		$355K Hold
633
– – 0.11% 86
2023
Q4 		$358K Sell
633
-50
-7% -$25.8K 0.12% 79
2023
Q3 		$350K Sell
683
-36
-5% -$18.9K 0.14% 77
2023
Q2 		$337K Sell
719
-100
-12% -$48.8K 0.12% 76
2023
Q1 		$458K Buy
819
+36
+5% +$19K 0.17% 79
2022
Q4 		$364K Hold
783
– – 0.14% 85
2022
Q3 		$330K Hold
783
– – 0.13% 84
2022
Q2 		$323K Hold
783
– – 0.15% 75
2022
Q1 		$394K Sell
783
-610
-44% -$316K 0.17% 75
2021
Q4 		$854K Buy
1,393
+75
+6% +$47K 0.42% 33
2021
Q3 		$802K Sell
1,318
-62
-4% -$37.9K 0.4% 30
2021
Q2 		$736K Buy
1,380
+45
+3% +$21.4K 0.43% 29
2021
Q1 		$560K Sell
1,335
-4
-0.3% -$1.68K 0.35% 34
2020
Q4 		$598K Buy
1,339
+129
+11% +$50.6K 0.42% 29
2020
Q3 		$432K Buy
1,210
+129
+12% +$46.8K 0.34% 35
2020
Q2 		$361K Buy
1,081
+298
+38% +$96.4K 0.31% 42
2020
Q1 		$226K Hold
783
– – 0.23% 51
2019
Q4 		$202K Buy
+783
New +$191K 0.2% 64

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

JSF Financial's MSCI Position: Q2 2026 in Review

JSF Financial held its MSCI (MSCI) position steady in Q2 2026 at 583 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #111.

JSF Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $854K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • JSF Financial held 583 shares of MSCI worth $327K as of Q2 2026.
  • JSF Financial left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.05% of JSF Financial's portfolio in Q2 2026, its #111 holding.
  • JSF Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • JSF Financial's MSCI position peaked at $854K in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.