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

Jefferies 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
Q2 		$479K Sell
7,329
-23,024
-76% -$1.51M ﹤0.01% 1262
2026
Q1 		$1.73M Buy
30,353
+5,550
+22% +$361K 0.01% 689
2025
Q4 		$1.7M Buy
+24,803
New +$1.66M 0.01% 880
2025
Q1 		– Sell
-14,039
Closed -$1.04M – 1849
2024
Q4 		$1.04M Buy
+14,039
New +$1.02M 0.01% 868
2024
Q2 		– Sell
-5,711
Closed -$324K – 1695
2024
Q1 		$324K Sell
5,711
-2,512
-31% -$137K ﹤0.01% 1187
2023
Q4 		$462K Buy
+8,223
New +$386K ﹤0.01% 1257
2023
Q3 		– Sell
-5,405
Closed -$245K – 1826
2023
Q2 		$245K Buy
+5,405
New +$216K ﹤0.01% 1376

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

Jefferies Financial Group's MC Position: Q2 2026 in Review

Jefferies Financial Group reduced its Moelis & Co (MC) stake by 76% in Q2 2026, selling an estimated $1.51M and leaving 7,329 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Jefferies Financial Group first reported a position in MC in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 395 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Jefferies Financial Group held 7,329 shares of Moelis & Co worth $479K as of Q2 2026.
  • Jefferies Financial Group sold 23,024 Moelis & Co shares in Q2 2026, an estimated $1.51M.
  • Moelis & Co made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1262 holding.
  • Jefferies Financial Group first reported a position in Moelis & Co in Q2 2023 and has held it in 7 quarters since.
  • Jefferies Financial Group's Moelis & Co position peaked at $1.73M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.