Everence Capital Management’s Moelis & Co MC Stock Holding History

Everence Capital 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 Q1	$211K	Sell	3,694 -1,496	-29%	-$97.3K	0.01%	733
2025 Q4	$357K	Hold	5,190	–	–	0.02%	521
2025 Q3	$370K	Hold	5,190	–	–	0.02%	506
2025 Q2	$323K	Sell	5,190 -1,590	-23%	-$89.2K	0.02%	552
2025 Q1	$396K	Hold	6,780	–	–	0.03%	437
2024 Q4	$501K	Sell	6,780 -2,660	-28%	-$192K	0.03%	362
2024 Q3	$647K	Buy	9,440 +1,750	+23%	+$113K	0.04%	340
2024 Q2	$377	Hold	7,690	–	–	0.03%	467
2024 Q1	$437	Hold	7,690	–	–	0.03%	449
2023 Q4	$432K	Hold	7,690	–	–	0.03%	441
2023 Q3	$347	Buy	+7,690	New	+$362K	0.03%	500

Other funds holding MC

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LCOV

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

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

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

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

Everence Capital Management's MC Position: Q1 2026 in Review

Everence Capital Management reduced its Moelis & Co (MC) stake by 29% in Q1 2026, selling an estimated $97.3K and leaving 3,694 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #733.

Everence Capital Management first reported a position in MC in Q3 2023 and has held it in 11 quarters since. The position peaked at $647K in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

Everence Capital Management held 3,694 shares of Moelis & Co worth $211K as of Q1 2026.
Everence Capital Management sold 1,496 Moelis & Co shares in Q1 2026, an estimated $97.3K.
Moelis & Co made up 0.01% of Everence Capital Management's portfolio in Q1 2026, its #733 holding.
Everence Capital Management first reported a position in Moelis & Co in Q3 2023 and has held it in 11 quarters since.
Everence Capital Management's Moelis & Co position peaked at $647K in Q3 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.