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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financiere des Professionnels's MC Position: Q1 2026 in Review

Financiere des Professionnels held its Moelis & Co (MC) position steady in Q1 2026 at 6,603 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #253.

Financiere des Professionnels first reported a position in MC in Q3 2025 and has held it in 3 quarters since. The position peaked at $471K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Financiere des Professionnels held 6,603 shares of Moelis & Co worth $376K as of Q1 2026.
  • Financiere des Professionnels left its Moelis & Co share count unchanged in Q1 2026.
  • Moelis & Co made up 0.02% of Financiere des Professionnels's portfolio in Q1 2026, its #253 holding.
  • Financiere des Professionnels first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • Financiere des Professionnels's Moelis & Co position peaked at $471K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.