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Brooklyn Investment Group’s Moelis & Co MC Stock Holding History

Brooklyn Investment Group’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 		$698K Buy
+12,243
New +$796K 0.02% 788
2025
Q3 		– Sell
-327
Closed -$20.4K – 1866
2025
Q2 		$20.4K Buy
327
+122
+60% +$6.85K ﹤0.01% 1814
2025
Q1 		$12K Buy
205
+204
+20,400% +$14.4K ﹤0.01% 1434
2024
Q4 		$74 Buy
+1
New +$72 ﹤0.01% 1823

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Brooklyn Investment Group's MC Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Moelis & Co (MC) in Q1 2026: 12,243 shares worth $698K. The stake represents 0.02% of the portfolio and ranks #788 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in MC as recently as Q2 2025.

Brooklyn Investment Group first reported a position in MC in Q4 2024 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Brooklyn Investment Group held 12,243 shares of Moelis & Co worth $698K as of Q1 2026.
  • Moelis & Co was a new Brooklyn Investment Group position in Q1 2026.
  • Moelis & Co made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #788 holding.
  • Brooklyn Investment Group first reported a position in Moelis & Co in Q4 2024 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.