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Independent Financial Group’s Moelis & Co MC Stock Holding History

Independent Financial Group’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 		– Sell
-7,461
Closed -$513K – 1492
2025
Q4 		$513K Buy
+7,461
New +$498K 0.01% 887

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WA
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State Street
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LCOV
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Independent Financial Group's MC Position: Q1 2026 in Review

Independent Financial Group sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 7,461 shares — an estimated $513K sold.

Independent Financial Group first reported a position in MC in Q4 2025 and held it in 1 quarter. The position peaked at $513K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Independent Financial Group reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 7,461 Moelis & Co shares in Q1 2026, an estimated $513K.
  • Independent Financial Group first reported a position in Moelis & Co in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's Moelis & Co position peaked at $513K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.