CBU
MC icon

CIBC Bancorp USA’s Moelis & Co MC Stock Holding History

CIBC Bancorp USA’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 		$291K Buy
4,442
+668
+18% +$43.8K ﹤0.01% 1552
2026
Q1 		$215K Buy
+3,774
New +$245K ﹤0.01% 1588
2025
Q3 		$565K Buy
+7,927
New +$566K ﹤0.01% 815

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 Bancorp USA's MC Position: Q2 2026 in Review

CIBC Bancorp USA increased its Moelis & Co (MC) stake by 18% in Q2 2026, buying an estimated $43.8K and bringing the position to 4,442 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

CIBC Bancorp USA first reported a position in MC in Q3 2025 and has held it in 3 quarters since. The position peaked at $565K in Q3 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • CIBC Bancorp USA held 4,442 shares of Moelis & Co worth $291K as of Q2 2026.
  • CIBC Bancorp USA bought 668 Moelis & Co shares in Q2 2026, an estimated $43.8K.
  • Moelis & Co made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1552 holding.
  • CIBC Bancorp USA first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Moelis & Co position peaked at $565K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.