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CAPTRUST FINANCIAL ADVISORS: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MSCI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 40,771 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,771 shares
    Change vs previous 13F -2,284 shares

    0.03% of the 13F portfolio, value $22,833,634.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,055 shares
    Change vs previous 13F -873 shares

    0.04% of the 13F portfolio, value $23,206,653.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,928 shares
    Change vs previous 13F -1,369 shares

    0.05% of the 13F portfolio, value $25,202,930.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,297 shares
    Change vs previous 13F +1,555 shares

    0.05% of the 13F portfolio, value $25,702,077.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,742 shares
    Change vs previous 13F -938 shares

    0.06% of the 13F portfolio, value $25,227,694.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,680 shares
    Change vs previous 13F +42,328 shares

    0.06% of the 13F portfolio, value $25,266,762.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,352 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $1,411,032.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $955,170.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).