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Argent Trust Co’s Moelis & Co MC Stock Holding History

Argent Trust Co’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$493K Sell
8,647
-1,087
-11% -$70.7K 0.02% 479
2025
Q4 		$669K Sell
9,734
-3,563
-27% -$238K 0.02% 402
2025
Q3 		$948K Sell
13,297
-266
-2% -$19K 0.03% 342
2025
Q2 		$845K Buy
13,563
+566
+4% +$31.8K 0.03% 349
2025
Q1 		$759K Buy
12,997
+3,408
+36% +$240K 0.03% 362
2024
Q4 		$708K Buy
9,589
+2,169
+29% +$157K 0.03% 369
2024
Q3 		$508K Buy
7,420
+275
+4% +$17.8K 0.02% 422
2024
Q2 		$406K Buy
7,145
+570
+9% +$30.8K 0.02% 455
2024
Q1 		$373K Buy
6,575
+2,730
+71% +$149K 0.02% 468
2023
Q4 		$216K Buy
+3,845
New +$181K 0.01% 579
2020
Q4 		– Sell
-7,818
Closed -$275K – 472
2020
Q3 		$275K Hold
7,818
– – 0.02% 379
2020
Q2 		$244K Sell
7,818
-56
-0.7% -$1.76K 0.02% 396
2020
Q1 		$221K Sell
7,874
-664
-8% -$21.8K 0.02% 378
2019
Q4 		$273K Sell
8,538
-169
-2% -$5.53K 0.02% 403
2019
Q3 		$286K Sell
8,707
-168
-2% -$5.7K 0.03% 382
2019
Q2 		$310K Buy
+8,875
New +$321K 0.03% 363

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Argent Trust Co's MC Position: Q1 2026 in Review

Argent Trust Co reduced its Moelis & Co (MC) stake by 11% in Q1 2026, selling an estimated $70.7K and leaving 8,647 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #479.

Argent Trust Co first reported a position in MC in Q2 2019 and has held it in 16 quarters since. The position peaked at $948K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Argent Trust Co held 8,647 shares of Moelis & Co worth $493K as of Q1 2026.
  • Argent Trust Co sold 1,087 Moelis & Co shares in Q1 2026, an estimated $70.7K.
  • Moelis & Co made up 0.02% of Argent Trust Co's portfolio in Q1 2026, its #479 holding.
  • Argent Trust Co first reported a position in Moelis & Co in Q2 2019 and has held it in 16 quarters since.
  • Argent Trust Co's Moelis & Co position peaked at $948K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Argent Trust Co's 13F filing for Q1 2026, filed 13 May 2026.