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EFG International’s Moelis & Co MC Stock Holding History

EFG International’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 		$4.18M Buy
63,816
+5,289
+9% +$347K 0.08% 230
2026
Q1 		$3.34M Sell
58,527
-12,473
-18% -$811K 0.07% 251
2025
Q4 		$4.88M Buy
+71,000
New +$4.74M 0.09% 185

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 $3.38T AUM 44.17% 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

EFG International's MC Position: Q2 2026 in Review

EFG International increased its Moelis & Co (MC) stake by 9% in Q2 2026, buying an estimated $347K and bringing the position to 63,816 shares worth $4.18M. The position accounts for 0.08% of the portfolio, ranked #230.

EFG International first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • EFG International held 63,816 shares of Moelis & Co worth $4.18M as of Q2 2026.
  • EFG International bought 5,289 Moelis & Co shares in Q2 2026, an estimated $347K.
  • Moelis & Co made up 0.08% of EFG International's portfolio in Q2 2026, its #230 holding.
  • EFG International first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Moelis & Co position peaked at $4.88M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.