FFA
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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's MC Position: Q2 2026 in Review

Farther Finance Advisors increased its Moelis & Co (MC) stake by 18% in Q2 2026, buying an estimated $3.02K and bringing the position to 296 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Farther Finance Advisors first reported a position in MC in Q4 2022 and has held it in 15 quarters since. The position peaked at $82K in Q3 2024. 67 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Farther Finance Advisors held 296 shares of Moelis & Co worth $19.3K as of Q2 2026.
  • Farther Finance Advisors bought 46 Moelis & Co shares in Q2 2026, an estimated $3.02K.
  • Moelis & Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3998 holding.
  • Farther Finance Advisors first reported a position in Moelis & Co in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Moelis & Co position peaked at $82K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.