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Reflection Asset Management’s MSCI MSCI Stock Holding History

Reflection Asset Management’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
Q1 		$454K Sell
843
-429
-34% -$242K 0.28% 81
2025
Q4 		$730K Buy
+1,272
New +$713K 0.52% 46

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Reflection Asset Management's MSCI Position: Q1 2026 in Review

Reflection Asset Management reduced its MSCI (MSCI) stake by 34% in Q1 2026, selling an estimated $242K and leaving 843 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #81.

Reflection Asset Management first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $730K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Reflection Asset Management held 843 shares of MSCI worth $454K as of Q1 2026.
  • Reflection Asset Management sold 429 MSCI shares in Q1 2026, an estimated $242K.
  • MSCI made up 0.28% of Reflection Asset Management's portfolio in Q1 2026, its #81 holding.
  • Reflection Asset Management first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's MSCI position peaked at $730K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.