Hilltop National Bank’s Moelis & Co MC Stock Holding History

Hilltop National Bank’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	$8.63K	Hold	150	–	–	﹤0.01%	657
2026 Q2	$9.81K	Hold	150	–	–	﹤0.01%	673
2026 Q1	$8.55K	Buy	150 +50	+50%	+$3.25K	﹤0.01%	676
2025 Q4	$6.87K	Hold	100	–	–	﹤0.01%	682
2025 Q3	$7.13K	Hold	100	–	–	﹤0.01%	680
2025 Q2	$6.23K	Buy	+100	New	+$5.61K	﹤0.01%	681

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Hilltop National Bank's MC Position: Q3 2026 in Review

Hilltop National Bank held its Moelis & Co (MC) position steady in Q3 2026 at 150 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Hilltop National Bank first reported a position in MC in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.81K in Q2 2026. 30 funds tracked by Wall St. Rank hold MC as of Q3 2026.

Hilltop National Bank held 150 shares of Moelis & Co worth $8.63K as of Q3 2026.
Hilltop National Bank left its Moelis & Co share count unchanged in Q3 2026.
Moelis & Co made up ﹤0.01% of Hilltop National Bank's portfolio in Q3 2026, its #657 holding.
Hilltop National Bank first reported a position in Moelis & Co in Q2 2025 and has held it in 6 quarters since.
Hilltop National Bank's Moelis & Co position peaked at $9.81K in Q2 2026.
30 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.