Janney Montgomery Scott
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Janney Montgomery Scott’s Moelis & Co MC Stock Holding History

Janney Montgomery Scott’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 		$4.58M Buy
69,982
+20,362
+41% +$1.34M 0.01% 1017
2026
Q1 		$2.83M Buy
49,620
+18,391
+59% +$1.2M 0.01% 1117
2025
Q4 		$2.15M Buy
31,229
+289
+0.9% +$19.3K ﹤0.01% 1300
2025
Q3 		$2.21M Buy
30,940
+4,321
+16% +$308K 0.01% 1270
2025
Q2 		$1.66M Buy
26,619
+4,828
+22% +$271K ﹤0.01% 1302
2025
Q1 		$1.27M Sell
21,791
-480
-2% -$33.8K ﹤0.01% 1398
2024
Q4 		$1.65M Sell
22,271
-13,734
-38% -$994K ﹤0.01% 1256
2024
Q3 		$2.47M Sell
36,005
-2,154
-6% -$139K 0.01% 1041
2024
Q2 		$2.17M Sell
38,159
-1,302
-3% -$70.4K 0.01% 1069
2024
Q1 		$2.24M Buy
39,461
+3,283
+9% +$179K 0.01% 1109
2023
Q4 		$2.03M Sell
36,178
-8,110
-18% -$381K 0.01% 1100
2023
Q3 		$2M Buy
44,288
+1,947
+5% +$91.6K 0.01% 1021
2023
Q2 		$1.92M Sell
42,341
-340
-0.8% -$13.6K 0.01% 1093
2023
Q1 		$1.64M Buy
42,681
+13,173
+45% +$566K 0.01% 1063
2022
Q4 		$1.13M Sell
29,508
-651
-2% -$26.4K ﹤0.01% 1301
2022
Q3 		$1.02M Buy
30,159
+711
+2% +$29.8K ﹤0.01% 1304
2022
Q2 		$1.17M Buy
29,448
+6,629
+29% +$289K 0.01% 1167
2022
Q1 		$1.07M Buy
22,819
+2,053
+10% +$107K ﹤0.01% 1206
2021
Q4 		$1.3M Buy
20,766
+7,058
+51% +$473K 0.01% 1195
2021
Q3 		$848K Buy
13,708
+20
+0.1% +$1.2K ﹤0.01% 1366
2021
Q2 		$779K Buy
13,688
+15
+0.1% +$815 ﹤0.01% 1401
2021
Q1 		$750K Sell
13,673
-4,433
-24% -$238K ﹤0.01% 1345
2020
Q4 		$847K Buy
18,106
+140
+0.8% +$5.63K ﹤0.01% 1264
2020
Q3 		$631K Sell
17,966
-23
-0.1% -$727 ﹤0.01% 1318
2020
Q2 		$561K Buy
+17,989
New +$565K ﹤0.01% 1312
2019
Q2 		– Sell
-6,758
Closed -$281K – 2077
2019
Q1 		$281K Sell
6,758
-5
-0.1% -$214 ﹤0.01% 1700
2018
Q4 		$233K Sell
6,763
-2,813
-29% -$119K ﹤0.01% 1695
2018
Q3 		$525K Buy
+9,576
New +$562K ﹤0.01% 1416

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

Janney Montgomery Scott's MC Position: Q2 2026 in Review

Janney Montgomery Scott increased its Moelis & Co (MC) stake by 41% in Q2 2026, buying an estimated $1.34M and bringing the position to 69,982 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1017.

Janney Montgomery Scott first reported a position in MC in Q3 2018 and has held it in 28 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Janney Montgomery Scott held 69,982 shares of Moelis & Co worth $4.58M as of Q2 2026.
  • Janney Montgomery Scott bought 20,362 Moelis & Co shares in Q2 2026, an estimated $1.34M.
  • Moelis & Co made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1017 holding.
  • Janney Montgomery Scott first reported a position in Moelis & Co in Q3 2018 and has held it in 28 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.