CIBC Asset Management
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CIBC Asset Management’s Moelis & Co MC Stock Holding History

CIBC Asset 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 		$265K Sell
4,056
-78
-2% -$5.11K ﹤0.01% 1133
2026
Q1 		$236K Sell
4,134
-83
-2% -$5.4K ﹤0.01% 1135
2025
Q4 		$290K Sell
4,217
-179
-4% -$11.9K ﹤0.01% 994
2025
Q3 		$314K Sell
4,396
-64
-1% -$4.57K ﹤0.01% 915
2025
Q2 		$278K Buy
4,460
+145
+3% +$8.14K ﹤0.01% 939
2025
Q1 		$252K Sell
4,315
-90
-2% -$6.34K ﹤0.01% 949
2024
Q4 		$325K Buy
4,405
+325
+8% +$23.5K ﹤0.01% 854
2024
Q3 		$280K Buy
4,080
+11
+0.3% +$710 ﹤0.01% 907
2024
Q2 		$231K Sell
4,069
-125
-3% -$6.75K ﹤0.01% 937
2024
Q1 		$238K Sell
4,194
-34
-0.8% -$1.86K ﹤0.01% 931
2023
Q4 		$237K Buy
+4,228
New +$199K ﹤0.01% 907
2023
Q3 		– Sell
-4,588
Closed -$208K – 1081
2023
Q2 		$208K Buy
+4,588
New +$183K ﹤0.01% 954

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

CIBC Asset Management's MC Position: Q2 2026 in Review

CIBC Asset Management reduced its Moelis & Co (MC) stake by 1.9% in Q2 2026, selling an estimated $5.11K and leaving 4,056 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

CIBC Asset Management first reported a position in MC in Q2 2023 and has held it in 12 quarters since. The position peaked at $325K in Q4 2024. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • CIBC Asset Management held 4,056 shares of Moelis & Co worth $265K as of Q2 2026.
  • CIBC Asset Management sold 78 Moelis & Co shares in Q2 2026, an estimated $5.11K.
  • Moelis & Co made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1133 holding.
  • CIBC Asset Management first reported a position in Moelis & Co in Q2 2023 and has held it in 12 quarters since.
  • CIBC Asset Management's Moelis & Co position peaked at $325K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.