CIBC Private Wealth Group’s Moelis & Co MC Stock Holding History

CIBC Private Wealth 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
2025 Q4	$17.8K	Buy	259 +258	+25,800%	+$17.2K	﹤0.01%	2208
2025 Q3	$71	Sell	1 -8	-89%	-$571	﹤0.01%	3000
2025 Q2	$561	Buy	+9	New	+$505	﹤0.01%	2824
2025 Q1	–	Sell	-398	Closed	-$29.7K	–	3207
2024 Q4	$29.7K	Buy	398 +137	+52%	+$9.91K	﹤0.01%	1899
2024 Q3	$17.9K	Hold	261	–	–	﹤0.01%	2210
2024 Q2	$15.1K	Sell	261 -200	-43%	-$10.8K	﹤0.01%	2140
2024 Q1	$25.9K	Buy	+461	New	+$25.2K	﹤0.01%	1944
2018 Q3	–	Sell	-114	Closed	-$7K	–	1399
2018 Q2	$7K	Hold	114	–	–	﹤0.01%	1651
2018 Q1	$6K	Buy	114 +1	+0.9%	+$51	﹤0.01%	1628
2017 Q4	$5K	Buy	+113	New	+$5.1K	﹤0.01%	1685

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group's MC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Moelis & Co (MC) stake by 25,800% in Q4 2025, buying an estimated $17.2K and bringing the position to 259 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

CIBC Private Wealth Group first reported a position in MC in Q4 2017 and has held it in 10 quarters since. The position peaked at $29.7K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

CIBC Private Wealth Group held 259 shares of Moelis & Co worth $17.8K as of Q4 2025.
CIBC Private Wealth Group bought 258 Moelis & Co shares in Q4 2025, an estimated $17.2K.
Moelis & Co made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2208 holding.
CIBC Private Wealth Group first reported a position in Moelis & Co in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's Moelis & Co position peaked at $29.7K in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.