BCM
MC icon

Basswood Capital Management’s Moelis & Co MC Stock Holding History

Basswood Capital Management’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 		$2.5M Sell
38,242
-22,726
-37% -$1.49M 0.1% 96
2026
Q1 		$3.48M Buy
+60,968
New +$3.96M 0.16% 85

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

Basswood Capital Management's MC Position: Q2 2026 in Review

Basswood Capital Management reduced its Moelis & Co (MC) stake by 37% in Q2 2026, selling an estimated $1.49M and leaving 38,242 shares worth $2.5M. The position accounts for 0.1% of the portfolio, ranked #96.

Basswood Capital Management first reported a position in MC in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.48M in Q1 2026. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Basswood Capital Management held 38,242 shares of Moelis & Co worth $2.5M as of Q2 2026.
  • Basswood Capital Management sold 22,726 Moelis & Co shares in Q2 2026, an estimated $1.49M.
  • Moelis & Co made up 0.1% of Basswood Capital Management's portfolio in Q2 2026, its #96 holding.
  • Basswood Capital Management first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • Basswood Capital Management's Moelis & Co position peaked at $3.48M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.