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Bayforest Capital’s Moelis & Co MC Stock Holding History

Bayforest Capital’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 		$278K Buy
4,872
+2,714
+126% +$176K 0.31% 47
2025
Q4 		$148K Buy
+2,158
New +$144K 0.11% 374
2025
Q3 		– Sell
-1,297
Closed -$80.8K – 845
2025
Q2 		$80.8K Sell
1,297
-28,554
-96% -$1.6M 0.04% 494
2025
Q1 		$1.74M Buy
29,851
+28,997
+3,395% +$2.04M 0.76% 3
2024
Q4 		$63.1K Buy
+854
New +$61.8K 0.08% 424

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

Bayforest Capital's MC Position: Q1 2026 in Review

Bayforest Capital increased its Moelis & Co (MC) stake by 126% in Q1 2026, buying an estimated $176K and bringing the position to 4,872 shares worth $278K. The position accounts for 0.31% of the portfolio, ranked #47.

Bayforest Capital first reported a position in MC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.74M in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Bayforest Capital held 4,872 shares of Moelis & Co worth $278K as of Q1 2026.
  • Bayforest Capital bought 2,714 Moelis & Co shares in Q1 2026, an estimated $176K.
  • Moelis & Co made up 0.31% of Bayforest Capital's portfolio in Q1 2026, its #47 holding.
  • Bayforest Capital first reported a position in Moelis & Co in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Moelis & Co position peaked at $1.74M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.