FC
MLCI

Financial Consulate’s Mount Logan Capital Inc MLCI Stock Holding History

Financial Consulate’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Sell
165,445
-9,512
-5% -$34.1K 0.06% 83
2026
Q1 		$626K Sell
174,957
-12,951
-7% -$81.9K 0.08% 71
2025
Q4 		$1.55M Sell
187,908
-13,990
-7% -$109K 0.21% 34
2025
Q3 		$1.57M Buy
+201,898
New +$1.6M 0.22% 35

Other funds holding MLCI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return

Financial Consulate's MLCI Position: Q2 2026 in Review

Financial Consulate reduced its Mount Logan Capital Inc (MLCI) stake by 5.4% in Q2 2026, selling an estimated $34.1K and leaving 165,445 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #83.

Financial Consulate first reported a position in MLCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q3 2025. 30 funds tracked by Wall St. Rank hold MLCI as of Q2 2026.

  • Financial Consulate held 165,445 shares of Mount Logan Capital Inc worth $569K as of Q2 2026.
  • Financial Consulate sold 9,512 Mount Logan Capital Inc shares in Q2 2026, an estimated $34.1K.
  • Mount Logan Capital Inc made up 0.06% of Financial Consulate's portfolio in Q2 2026, its #83 holding.
  • Financial Consulate first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Mount Logan Capital Inc position peaked at $1.57M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.