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MSCI icon

Sunbelt Securities’s MSCI MSCI Stock Holding History

Sunbelt Securities’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 		$97.6K Hold
181
– – 0.01% 845
2025
Q4 		$104K Sell
181
-4
-2% -$2.24K 0.01% 811
2025
Q3 		$105K Buy
185
+62
+50% +$35K 0.01% 805
2025
Q2 		$73.8K Sell
123
-19
-13% -$10.5K 0.01% 843
2025
Q1 		$80.3K Buy
142
+19
+15% +$11K 0.01% 782
2024
Q4 		$73.8K Sell
123
-43
-26% -$25.8K 0.01% 841
2024
Q3 		$96.8K Buy
166
+16
+11% +$8.68K 0.01% 771
2024
Q2 		$72.3K Sell
150
-55
-27% -$27.3K 0.01% 815
2024
Q1 		$115K Sell
205
-184
-47% -$103K 0.01% 680
2023
Q4 		$220K Hold
389
– – 0.03% 468
2023
Q3 		$200K Sell
389
-4
-1% -$2.1K 0.03% 481
2023
Q2 		$184K Buy
393
+10
+3% +$4.88K 0.03% 481
2023
Q1 		$210K Buy
+383
New +$203K 0.03% 425

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 $3.37T AUM 44.26% 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

Sunbelt Securities's MSCI Position: Q1 2026 in Review

Sunbelt Securities held its MSCI (MSCI) position steady in Q1 2026 at 181 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #845.

Sunbelt Securities first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $220K in Q4 2023. 1,066 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Sunbelt Securities held 181 shares of MSCI worth $97.6K as of Q1 2026.
  • Sunbelt Securities left its MSCI share count unchanged in Q1 2026.
  • MSCI made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #845 holding.
  • Sunbelt Securities first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's MSCI position peaked at $220K in Q4 2023.
  • 1,066 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.