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Bare Financial Services’s Moelis & Co MC Stock Holding History

Bare Financial Services’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
Q2 		$15.2K Buy
233
+100
+75% +$6.56K ﹤0.01% 398
2026
Q1 		$7.58K Sell
133
-29
-18% -$1.89K ﹤0.01% 479
2025
Q4 		$11.1K Buy
162
+21
+15% +$1.4K ﹤0.01% 213
2025
Q3 		$10.1K Buy
141
+8
+6% +$571 ﹤0.01% 236
2025
Q2 		$8.29K Buy
133
+92
+224% +$5.16K ﹤0.01% 233
2025
Q1 		$2.39K Buy
+41
New +$2.89K ﹤0.01% 214

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bare Financial Services's MC Position: Q2 2026 in Review

Bare Financial Services increased its Moelis & Co (MC) stake by 75% in Q2 2026, buying an estimated $6.56K and bringing the position to 233 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Bare Financial Services first reported a position in MC in Q1 2025 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Bare Financial Services held 233 shares of Moelis & Co worth $15.2K as of Q2 2026.
  • Bare Financial Services bought 100 Moelis & Co shares in Q2 2026, an estimated $6.56K.
  • Moelis & Co made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #398 holding.
  • Bare Financial Services first reported a position in Moelis & Co in Q1 2025 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.