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Larson Financial Group’s MSCI MSCI Stock Holding History

Larson 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 		$490K Buy
875
+677
+342% +$395K 0.01% 565
2026
Q1 		$106K Sell
198
-22
-10% -$12.4K ﹤0.01% 967
2025
Q4 		$126K Sell
220
-10
-4% -$5.61K ﹤0.01% 852
2025
Q3 		$131K Buy
230
+52
+29% +$29.4K ﹤0.01% 803
2025
Q2 		$103K Sell
178
-34
-16% -$18.8K ﹤0.01% 838
2025
Q1 		$120K Buy
212
+167
+371% +$97.1K 0.01% 753
2024
Q4 		$27K Sell
45
-62
-58% -$37.2K ﹤0.01% 1102
2024
Q3 		$62.4K Buy
107
+26
+32% +$14.1K ﹤0.01% 844
2024
Q2 		$39K Hold
81
– – ﹤0.01% 872
2024
Q1 		$45.4K Sell
81
-19
-19% -$10.7K ﹤0.01% 710
2023
Q4 		$56.6K Buy
100
+71
+245% +$36.7K ﹤0.01% 619
2023
Q3 		$14.9K Buy
29
+7
+32% +$3.68K ﹤0.01% 892
2023
Q2 		$10.3K Hold
22
– – ﹤0.01% 922
2023
Q1 		$12.3K Hold
22
– – ﹤0.01% 866
2022
Q4 		$10.2K Hold
22
– – ﹤0.01% 854
2022
Q3 		$9K Hold
22
– – ﹤0.01% 819
2022
Q2 		$9K Buy
+22
New +$9.58K ﹤0.01% 752

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

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

Larson Financial Group increased its MSCI (MSCI) stake by 342% in Q2 2026, buying an estimated $395K and bringing the position to 875 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #565.

Larson Financial Group first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Larson Financial Group held 875 shares of MSCI worth $490K as of Q2 2026.
  • Larson Financial Group bought 677 MSCI shares in Q2 2026, an estimated $395K.
  • MSCI made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #565 holding.
  • Larson Financial Group first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.