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Brighton Jones LLC’s Moelis & Co MC Stock Holding History

Brighton Jones LLC’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 		$282K Buy
4,312
+304
+8% +$19.9K 0.01% 1081
2026
Q1 		$228K Buy
+4,008
New +$261K 0.01% 1034

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Brighton Jones LLC's MC Position: Q2 2026 in Review

Brighton Jones LLC increased its Moelis & Co (MC) stake by 7.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,312 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1081.

Brighton Jones LLC first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Brighton Jones LLC held 4,312 shares of Moelis & Co worth $282K as of Q2 2026.
  • Brighton Jones LLC bought 304 Moelis & Co shares in Q2 2026, an estimated $19.9K.
  • Moelis & Co made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1081 holding.
  • Brighton Jones LLC first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.