Bank of America’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.5M | Buy |
693,812
+6,112
| +0.9% | +$397K | ﹤0.01% | 1784 |
|
|
2025
Q4 | $47.3M | Sell |
687,700
-84,699
| -11% | -$5.65M | ﹤0.01% | 1598 |
|
|
2025
Q3 | $55.1M | Buy |
772,399
+142,113
| +23% | +$10.1M | ﹤0.01% | 1668 |
|
|
2025
Q2 | $39.3M | Buy |
630,286
+49,945
| +9% | +$2.8M | ﹤0.01% | 1907 |
|
|
2025
Q1 | $33.9M | Sell |
580,341
-36,263
| -6% | -$2.56M | ﹤0.01% | 1937 |
|
|
2024
Q4 | $45.6M | Buy |
616,604
+77,224
| +14% | +$5.59M | ﹤0.01% | 1582 |
|
|
2024
Q3 | $37M | Sell |
539,380
-5,022
| -0.9% | -$324K | ﹤0.01% | 1835 |
|
|
2024
Q2 | $31M | Sell |
544,402
-5,327
| -1% | -$288K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $31.2M | Buy |
549,729
+39,424
| +8% | +$2.15M | ﹤0.01% | 1872 |
|
|
2023
Q4 | $28.6M | Buy |
510,305
+17,710
| +4% | +$832K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $22.2M | Buy |
492,595
+5,835
| +1% | +$275K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $22.1M | Sell |
486,760
-83,207
| -15% | -$3.32M | ﹤0.01% | 1940 |
|
|
2023
Q1 | $21.9M | Buy |
569,967
+31,962
| +6% | +$1.37M | ﹤0.01% | 2032 |
|
|
2022
Q4 | $20.6M | Buy |
538,005
+13,185
| +3% | +$535K | ﹤0.01% | 1994 |
|
|
2022
Q3 | $17.7M | Buy |
524,820
+1,032
| +0.2% | +$43.2K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $20.6M | Sell |
523,788
-25,194
| -5% | -$1.1M | ﹤0.01% | 1999 |
|
|
2022
Q1 | $25.8M | Sell |
548,982
-12,324
| -2% | -$641K | ﹤0.01% | 1901 |
|
|
2021
Q4 | $35.1M | Buy |
561,306
+29,750
| +6% | +$1.99M | ﹤0.01% | 1695 |
|
|
2021
Q3 | $32.9M | Buy |
531,556
+5,527
| +1% | +$331K | ﹤0.01% | 1684 |
|
|
2021
Q2 | $29.9M | Buy |
526,029
+15,653
| +3% | +$850K | ﹤0.01% | 1780 |
|
|
2021
Q1 | $28M | Sell |
510,376
-24,112
| -5% | -$1.29M | ﹤0.01% | 1748 |
|
|
2020
Q4 | $25M | Sell |
534,488
-18,966
| -3% | -$763K | ﹤0.01% | 1686 |
|
|
2020
Q3 | $19.4M | Sell |
553,454
-40,855
| -7% | -$1.29M | ﹤0.01% | 1724 |
|
|
2020
Q2 | $18.5M | Buy |
594,309
+49,843
| +9% | +$1.56M | ﹤0.01% | 1674 |
|
|
2020
Q1 | $15.3M | Buy |
544,466
+312,180
| +134% | +$10.2M | ﹤0.01% | 1707 |
|
|
2019
Q4 | $7.42M | Sell |
232,286
-57,996
| -20% | -$1.9M | ﹤0.01% | 2849 |
|
|
2019
Q3 | $9.54M | Sell |
290,282
-30,314
| -9% | -$1.03M | ﹤0.01% | 2560 |
|
|
2019
Q2 | $11.2M | Sell |
320,596
-580,017
| -64% | -$21M | ﹤0.01% | 2431 |
|
|
2019
Q1 | $37.5M | Sell |
900,613
-39,305
| -4% | -$1.68M | 0.01% | 1326 |
|
|
2018
Q4 | $32.3M | Sell |
939,918
-236,591
| -20% | -$10M | 0.01% | 1310 |
|
|
2018
Q3 | $64.5M | Sell |
1,176,509
-80,865
| -6% | -$4.74M | 0.01% | 949 |
|
|
2018
Q2 | $73.7M | Buy |
1,257,374
+36,147
| +3% | +$2.08M | 0.01% | 848 |
|
|
2018
Q1 | $62.1M | Sell |
1,221,227
-171,716
| -12% | -$8.8M | 0.01% | 920 |
|
|
2017
Q4 | $67.6M | Sell |
1,392,943
-90,543
| -6% | -$4.09M | 0.01% | 928 |
|
|
2017
Q3 | $63.9M | Buy |
1,483,486
+228,982
| +18% | +$9.16M | 0.01% | 982 |
|
|
2017
Q2 | $48.7M | Buy |
1,254,504
+793,614
| +172% | +$29.6M | 0.01% | 1055 |
|
|
2017
Q1 | $17.7M | Buy |
460,890
+109,323
| +31% | +$3.96M | ﹤0.01% | 1862 |
|
|
2016
Q4 | $11.9M | Buy |
351,567
+13,850
| +4% | +$391K | ﹤0.01% | 2156 |
|
|
2016
Q3 | $9.08M | Buy |
337,717
+18,854
| +6% | +$484K | ﹤0.01% | 2313 |
|
|
2016
Q2 | $7.17M | Buy |
318,863
+1,329
| +0.4% | +$35.5K | ﹤0.01% | 2494 |
|
|
2016
Q1 | $8.96M | Sell |
317,534
-1,045
| -0.3% | -$26.8K | ﹤0.01% | 2245 |
|
|
2015
Q4 | $9.3M | Buy |
318,579
+318,524
| +579,135% | +$9.12M | ﹤0.01% | 2323 |
|
|
2015
Q3 | $1K | Sell |
55
-1,692
| -97% | -$47.8K | ﹤0.01% | 7046 |
|
|
2015
Q2 | $50K | Buy |
1,747
+1,709
| +4,497% | +$49.9K | ﹤0.01% | 5940 |
|
|
2015
Q1 | $1K | Sell |
38
-262
| -87% | -$8.27K | ﹤0.01% | 6820 |
|
|
2014
Q4 | $10K | Sell |
300
-31
| -9% | -$1.02K | ﹤0.01% | 7058 |
|
|
2014
Q3 | $11K | Buy |
331
+297
| +874% | +$10K | ﹤0.01% | 7287 |
|
|
2014
Q2 | $1K | Buy |
+34
| New | +$1.03K | ﹤0.01% | 7907 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
Bank of America's MC Position: Q1 2026 in Review
Bank of America increased its Moelis & Co (MC) stake by 0.89% in Q1 2026, buying an estimated $397K and bringing the position to 693,812 shares worth $39.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.
Bank of America first reported a position in MC in Q2 2014 and has held it in 48 quarters since. The position peaked at $73.7M in Q2 2018. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.
- Bank of America held 693,812 shares of Moelis & Co worth $39.5M as of Q1 2026.
- Bank of America bought 6,112 Moelis & Co shares in Q1 2026, an estimated $397K.
- Moelis & Co made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1784 holding.
- Bank of America first reported a position in Moelis & Co in Q2 2014 and has held it in 48 quarters since.
- Bank of America's Moelis & Co position peaked at $73.7M in Q2 2018.
- 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.