HFS
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Hughes Financial Services’s Moelis & Co MC Stock Holding History

Hughes Financial Services’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 		$654 Hold
10
– – ﹤0.01% 1018
2026
Q1 		$570 Hold
10
– – ﹤0.01% 910
2025
Q4 		$687 Hold
10
– – ﹤0.01% 837
2025
Q3 		$634 Hold
10
– – ﹤0.01% 850
2025
Q2 		$701 Buy
+10
New +$561 ﹤0.01% 809

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hughes Financial Services's MC Position: Q2 2026 in Review

Hughes Financial Services held its Moelis & Co (MC) position steady in Q2 2026 at 10 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Hughes Financial Services first reported a position in MC in Q2 2025 and has held it in 5 quarters since. The position peaked at $701 in Q2 2025. 76 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Hughes Financial Services held 10 shares of Moelis & Co worth $654 as of Q2 2026.
  • Hughes Financial Services left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1018 holding.
  • Hughes Financial Services first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • Hughes Financial Services's Moelis & Co position peaked at $701 in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.