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Benjamin Edwards Inc’s Moelis & Co MC Stock Holding History

Benjamin Edwards Inc’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 		$251K Sell
3,831
-1,405
-27% -$92.1K ﹤0.01% 1309
2026
Q1 		$298K Buy
5,236
+333
+7% +$21.6K ﹤0.01% 1162
2025
Q4 		$337K Buy
4,903
+116
+2% +$7.74K ﹤0.01% 1068
2025
Q3 		$341K Buy
+4,787
New +$342K ﹤0.01% 1059

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

Benjamin Edwards Inc's MC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Moelis & Co (MC) stake by 27% in Q2 2026, selling an estimated $92.1K and leaving 3,831 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Benjamin Edwards Inc first reported a position in MC in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q3 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Benjamin Edwards Inc held 3,831 shares of Moelis & Co worth $251K as of Q2 2026.
  • Benjamin Edwards Inc sold 1,405 Moelis & Co shares in Q2 2026, an estimated $92.1K.
  • Moelis & Co made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1309 holding.
  • Benjamin Edwards Inc first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's Moelis & Co position peaked at $341K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.