First Citizens Bank & Trust’s Moelis & Co MC Stock Holding History

First Citizens Bank & Trust’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 Q3	$319K	Buy	+5,544	New	+$364K	﹤0.01%	596

Other funds holding MC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

First Citizens Bank & Trust's MC Position: Q3 2026 in Review

First Citizens Bank & Trust opened a new position in Moelis & Co (MC) in Q3 2026: 5,544 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

31 funds tracked by Wall St. Rank hold MC as of Q3 2026.

First Citizens Bank & Trust held 5,544 shares of Moelis & Co worth $319K as of Q3 2026.
Moelis & Co was a new First Citizens Bank & Trust position in Q3 2026.
Moelis & Co made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #596 holding.
31 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.