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CIBC World Markets’s Moelis & Co MC Stock Holding History

CIBC World Markets’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 		$338K Buy
+4,920
New +$328K ﹤0.01% 912
2025
Q2 		$571K Sell
9,163
-6,519
-42% -$366K ﹤0.01% 825
2025
Q1 		$915K Buy
15,682
+9,069
+137% +$639K 0.01% 725
2024
Q4 		$489K Buy
+6,613
New +$479K ﹤0.01% 743

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Markets's MC Position: Q4 2025 in Review

CIBC World Markets opened a new position in Moelis & Co (MC) in Q4 2025: 4,920 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in MC as recently as Q2 2025.

CIBC World Markets first reported a position in MC in Q4 2024 and has held it in 4 quarters since. The position peaked at $915K in Q1 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • CIBC World Markets held 4,920 shares of Moelis & Co worth $338K as of Q4 2025.
  • Moelis & Co was a new CIBC World Markets position in Q4 2025.
  • Moelis & Co made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #912 holding.
  • CIBC World Markets first reported a position in Moelis & Co in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Moelis & Co position peaked at $915K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.