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Financiere des Professionnels’s Moelis & Co MC Stock Holding History

Financiere des Professionnels’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 		– Sell
-6,603
Closed -$376K – 391
2026
Q1 		$376K Hold
6,603
– – 0.02% 253
2025
Q4 		$454K Hold
6,603
– – 0.03% 226
2025
Q3 		$471K Buy
+6,603
New +$471K 0.03% 238

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financiere des Professionnels's MC Position: Q2 2026 in Review

Financiere des Professionnels sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 6,603 shares — an estimated $376K sold.

Financiere des Professionnels first reported a position in MC in Q3 2025 and held it in 3 quarters. The position peaked at $471K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Financiere des Professionnels reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 6,603 Moelis & Co shares in Q2 2026, an estimated $376K.
  • Financiere des Professionnels first reported a position in Moelis & Co in Q3 2025 and held it in 3 quarters.
  • Financiere des Professionnels's Moelis & Co position peaked at $471K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.