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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Consulate's MLCI Position: Q1 2026 in Review

Financial Consulate reduced its Mount Logan Capital Inc (MLCI) stake by 6.9% in Q1 2026, selling an estimated $81.9K and leaving 174,957 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #71.

Financial Consulate first reported a position in MLCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q3 2025. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • Financial Consulate held 174,957 shares of Mount Logan Capital Inc worth $626K as of Q1 2026.
  • Financial Consulate sold 12,951 Mount Logan Capital Inc shares in Q1 2026, an estimated $81.9K.
  • Mount Logan Capital Inc made up 0.08% of Financial Consulate's portfolio in Q1 2026, its #71 holding.
  • Financial Consulate first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Mount Logan Capital Inc position peaked at $1.57M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.