Franklin Resources
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Franklin Resources’s Moelis & Co MC Stock Holding History

Franklin Resources’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 		$852K Sell
13,025
-41
-0.3% -$2.69K ﹤0.01% 2346
2026
Q1 		$745K Buy
13,066
+1,666
+15% +$108K ﹤0.01% 2303
2025
Q4 		$784K Buy
11,400
+731
+7% +$48.8K ﹤0.01% 2199
2025
Q3 		$761K Buy
10,669
+6,354
+147% +$454K ﹤0.01% 2240
2025
Q2 		$269K Sell
4,315
-2,579
-37% -$145K ﹤0.01% 2605
2025
Q1 		$402K Buy
6,894
+22
+0.3% +$1.55K ﹤0.01% 2351
2024
Q4 		$508K Buy
6,872
+2,959
+76% +$214K ﹤0.01% 2283
2024
Q3 		$273K Buy
3,913
+35
+0.9% +$2.26K ﹤0.01% 2524
2024
Q2 		$221K Hold
3,878
– – ﹤0.01% 2540
2024
Q1 		$220K Sell
3,878
-159
-4% -$8.68K ﹤0.01% 2569
2023
Q4 		$227K Buy
+4,037
New +$190K ﹤0.01% 2304
2022
Q3 		– Sell
-9,259
Closed -$364K – 2361
2022
Q2 		$364K Sell
9,259
-5,153
-36% -$225K ﹤0.01% 1809
2022
Q1 		$677K Buy
+14,412
New +$749K ﹤0.01% 1735

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

Franklin Resources's MC Position: Q2 2026 in Review

Franklin Resources reduced its Moelis & Co (MC) stake by 0.31% in Q2 2026, selling an estimated $2.69K and leaving 13,025 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Franklin Resources first reported a position in MC in Q1 2022 and has held it in 13 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Franklin Resources held 13,025 shares of Moelis & Co worth $852K as of Q2 2026.
  • Franklin Resources sold 41 Moelis & Co shares in Q2 2026, an estimated $2.69K.
  • Moelis & Co made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2346 holding.
  • Franklin Resources first reported a position in Moelis & Co in Q1 2022 and has held it in 13 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.