QPBE
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Quintet Private Bank (Europe)’s MSCI MSCI Stock Holding History

Quintet Private Bank (Europe)’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
Q3 		– Sell
-1,285
Closed -$720K – 199
2026
Q2 		$720K Hold
1,285
– – 0.04% 71
2026
Q1 		$693K Hold
1,285
– – 0.05% 75
2025
Q4 		$737K Hold
1,285
– – 0.04% 76
2025
Q3 		$729K Hold
1,285
– – 0.04% 82
2025
Q2 		$741K Hold
1,285
– – 0.04% 80
2025
Q1 		$727K Hold
1,285
– – 0.04% 84
2024
Q4 		$771K Sell
1,285
-194
-13% -$116K 0.04% 82
2024
Q3 		$862K Buy
1,479
+180
+14% +$97.6K 0.05% 80
2024
Q2 		$717K Buy
1,299
+253
+24% +$126K 0.04% 87
2024
Q1 		$670K Sell
1,046
-164
-14% -$92.2K 0.03% 97
2023
Q4 		$684K Sell
1,210
-1
-0.1% -$516 0.04% 78
2023
Q3 		$621K Buy
1,211
+1,021
+537% +$537K 0.04% 82
2023
Q2 		$89.7K Sell
190
-2
-1% -$976 ﹤0.01% 173
2023
Q1 		$108K Buy
+192
New +$102K 0.01% 172
2022
Q2 		$89.7K Buy
+190
New +$82.7K ﹤0.01% 173

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Quintet Private Bank (Europe)'s MSCI Position: Q3 2026 in Review

Quintet Private Bank (Europe) sold out of MSCI (MSCI) in Q3 2026, closing a stake of 1,285 shares — an estimated $720K sold.

Quintet Private Bank (Europe) first reported a position in MSCI in Q2 2022 and held it in 15 quarters. The position peaked at $862K in Q3 2024. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Quintet Private Bank (Europe) reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Quintet Private Bank (Europe) sold 1,285 MSCI shares in Q3 2026, an estimated $720K.
  • Quintet Private Bank (Europe) first reported a position in MSCI in Q2 2022 and held it in 15 quarters.
  • Quintet Private Bank (Europe)'s MSCI position peaked at $862K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Quintet Private Bank (Europe)'s 13F filing for Q3 2026, filed 8 Oct 2026.