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Perbak Capital Partners’s MSCI MSCI Stock Holding History

Perbak Capital Partners’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
2025
Q4 		– Sell
-3,579
Closed -$2.03M – 290
2025
Q3 		$2.03M Sell
3,579
-2,843
-44% -$1.61M 0.36% 26
2025
Q2 		$3.7M Buy
6,422
+5,535
+624% +$3.06M 0.84% 19
2025
Q1 		$502K Buy
+887
New +$516K 0.37% 37

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Perbak Capital Partners's MSCI Position: Q4 2025 in Review

Perbak Capital Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 3,579 shares — an estimated $2.03M sold.

Perbak Capital Partners first reported a position in MSCI in Q1 2025 and held it in 3 quarters. The position peaked at $3.7M in Q2 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Perbak Capital Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 3,579 MSCI shares in Q4 2025, an estimated $2.03M.
  • Perbak Capital Partners first reported a position in MSCI in Q1 2025 and held it in 3 quarters.
  • Perbak Capital Partners's MSCI position peaked at $3.7M in Q2 2025.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.