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Summit Financial’s MSCI MSCI Stock Holding History

Summit 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 		$1.02M Buy
1,826
+48
+3% +$28K 0.01% 836
2026
Q1 		$958K Buy
1,778
+1,394
+363% +$786K 0.01% 787
2025
Q4 		$220K Buy
+384
New +$215K ﹤0.01% 1211
2024
Q4 		– Sell
-376
Closed -$219K – 650
2024
Q3 		$219K Buy
+376
New +$204K 0.01% 509

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

Summit Financial's MSCI Position: Q2 2026 in Review

Summit Financial increased its MSCI (MSCI) stake by 2.7% in Q2 2026, buying an estimated $28K and bringing the position to 1,826 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #836.

Summit Financial first reported a position in MSCI in Q3 2024 and has held it in 4 quarters since. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Summit Financial held 1,826 shares of MSCI worth $1.02M as of Q2 2026.
  • Summit Financial bought 48 MSCI shares in Q2 2026, an estimated $28K.
  • MSCI made up 0.01% of Summit Financial's portfolio in Q2 2026, its #836 holding.
  • Summit Financial first reported a position in MSCI in Q3 2024 and has held it in 4 quarters since.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.