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Farther Finance Advisors’s Moelis & Co MC Stock Holding History

Farther Finance Advisors’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
Q3 		$45.3K Buy
788
+492
+166% +$32.3K ﹤0.01% 3507
2026
Q2 		$19.3K Buy
296
+46
+18% +$3.02K ﹤0.01% 3998
2026
Q1 		$14.2K Sell
250
-144
-37% -$9.36K ﹤0.01% 3895
2025
Q4 		$27.1K Sell
394
-78
-17% -$5.21K ﹤0.01% 3232
2025
Q3 		$33.7K Buy
472
+138
+41% +$9.85K ﹤0.01% 2693
2025
Q2 		$20.8K Sell
334
-786
-70% -$44.1K ﹤0.01% 2650
2025
Q1 		$65.4K Buy
1,120
+90
+9% +$6.34K ﹤0.01% 1763
2024
Q4 		$76.1K Sell
1,030
-167
-14% -$12.1K ﹤0.01% 1440
2024
Q3 		$82K Buy
1,197
+69
+6% +$4.46K ﹤0.01% 1399
2024
Q2 		$64.5K Buy
1,128
+968
+605% +$52.3K ﹤0.01% 1302
2024
Q1 		$8.99K Hold
160
– – ﹤0.01% 1806
2023
Q4 		$8.98K Buy
160
+30
+23% +$1.41K ﹤0.01% 1666
2023
Q3 		$5.87K Hold
130
– – ﹤0.01% 1476
2023
Q2 		$5.89K Sell
130
-6
-4% -$239 ﹤0.01% 1373
2023
Q1 		$5.23K Hold
136
– – ﹤0.01% 1329
2022
Q4 		$5.22K Buy
+136
New +$5.52K ﹤0.01% 1160

Other funds holding MC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors's MC Position: Q3 2026 in Review

Farther Finance Advisors increased its Moelis & Co (MC) stake by 166% in Q3 2026, buying an estimated $32.3K and bringing the position to 788 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Farther Finance Advisors first reported a position in MC in Q4 2022 and has held it in 16 quarters since. The position peaked at $82K in Q3 2024. 9 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Farther Finance Advisors held 788 shares of Moelis & Co worth $45.3K as of Q3 2026.
  • Farther Finance Advisors bought 492 Moelis & Co shares in Q3 2026, an estimated $32.3K.
  • Moelis & Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3507 holding.
  • Farther Finance Advisors first reported a position in Moelis & Co in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Moelis & Co position peaked at $82K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.