First National Advisers’s Moelis & Co MC Stock Holding History

First National Advisers's MC Position: Q2 2026 in Review

First National Advisers reduced its Moelis & Co (MC) stake by 29% in Q2 2026, selling an estimated $194K and leaving 7,178 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #180.

First National Advisers first reported a position in MC in Q1 2024 and has held it in 9 quarters since. The position peaked at $622K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

• First National Advisers held 7,178 shares of Moelis & Co worth $470K as of Q2 2026.
• First National Advisers sold 2,963 Moelis & Co shares in Q2 2026, an estimated $194K.
• Moelis & Co made up 0.07% of First National Advisers's portfolio in Q2 2026, its #180 holding.
• First National Advisers first reported a position in Moelis & Co in Q1 2024 and has held it in 9 quarters since.
• First National Advisers's Moelis & Co position peaked at $622K in Q3 2025.
• 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.