Fifth Third Wealth Advisors’s Moelis & Co MC Stock Holding History

Fifth Third Wealth 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	$290K	Buy	+4,439	New	+$291K	0.01%	724

Other funds holding MC

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

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fifth Third Wealth Advisors's MC Position: Q2 2026 in Review

Fifth Third Wealth Advisors opened a new position in Moelis & Co (MC) in Q2 2026: 4,439 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings.

51 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Fifth Third Wealth Advisors held 4,439 shares of Moelis & Co worth $290K as of Q2 2026.
Moelis & Co was a new Fifth Third Wealth Advisors position in Q2 2026.
Moelis & Co made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #724 holding.
51 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.