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Krilogy Financial’s MSCI MSCI Stock Holding History

Krilogy 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 		$529K Buy
944
+170
+22% +$99.2K 0.02% 617
2026
Q1 		$437K Buy
774
+246
+47% +$139K 0.01% 620
2025
Q4 		$314K Sell
528
-506
-49% -$284K 0.01% 712
2025
Q3 		$591K Buy
+1,034
New +$585K 0.02% 475
2016
Q4 		– Sell
-131
Closed -$11K – 743
2016
Q3 		$11K Hold
131
– – ﹤0.01% 516
2016
Q2 		$10K Hold
131
– – ﹤0.01% 531
2016
Q1 		$10K Hold
131
– – ﹤0.01% 470
2015
Q4 		$9K Hold
131
– – 0.01% 265
2015
Q3 		$8K Buy
+131
New +$8.25K ﹤0.01% 416

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

Krilogy Financial's MSCI Position: Q2 2026 in Review

Krilogy Financial increased its MSCI (MSCI) stake by 22% in Q2 2026, buying an estimated $99.2K and bringing the position to 944 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #617.

Krilogy Financial first reported a position in MSCI in Q3 2015 and has held it in 9 quarters since. The position peaked at $591K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Krilogy Financial held 944 shares of MSCI worth $529K as of Q2 2026.
  • Krilogy Financial bought 170 MSCI shares in Q2 2026, an estimated $99.2K.
  • MSCI made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #617 holding.
  • Krilogy Financial first reported a position in MSCI in Q3 2015 and has held it in 9 quarters since.
  • Krilogy Financial's MSCI position peaked at $591K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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