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

First National Advisers’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	$578K	Buy	10,141 +1,818	+22%	+$118K	0.08%	158
2025 Q4	$572K	Sell	8,323 -397	-5%	-$26.5K	0.08%	157
2025 Q3	$622K	Buy	8,720 +404	+5%	+$28.8K	0.08%	161
2025 Q2	$518K	Buy	8,316 +491	+6%	+$27.6K	0.08%	166
2025 Q1	$457K	Buy	+7,825	New	+$552K	0.07%	167
2024 Q4	–	Sell	-7,051	Closed	-$483K	–	206
2024 Q3	$483K	Buy	7,051 +562	+9%	+$36.3K	0.08%	160
2024 Q2	$369K	Buy	6,489 +589	+10%	+$31.8K	0.07%	166
2024 Q1	$335K	Buy	+5,900	New	+$322K	0.08%	166

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First National Advisers's MC Position: Q1 2026 in Review

First National Advisers increased its Moelis & Co (MC) stake by 22% in Q1 2026, buying an estimated $118K and bringing the position to 10,141 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #158.

First National Advisers first reported a position in MC in Q1 2024 and has held it in 8 quarters since. The position peaked at $622K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

First National Advisers held 10,141 shares of Moelis & Co worth $578K as of Q1 2026.
First National Advisers bought 1,818 Moelis & Co shares in Q1 2026, an estimated $118K.
Moelis & Co made up 0.08% of First National Advisers's portfolio in Q1 2026, its #158 holding.
First National Advisers first reported a position in Moelis & Co in Q1 2024 and has held it in 8 quarters since.
First National Advisers's Moelis & Co position peaked at $622K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.