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Keating Financial Advisory Services’s Moelis & Co MC Stock Holding History

Keating Financial Advisory 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 		$5.17K Buy
79
+43
+119% +$2.82K ﹤0.01% 1543
2026
Q1 		$2.05K Buy
36
+24
+200% +$1.56K ﹤0.01% 1834
2025
Q4 		$825 Buy
+12
New +$801 ﹤0.01% 1856

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

Keating Financial Advisory Services's MC Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Moelis & Co (MC) stake by 119% in Q2 2026, buying an estimated $2.82K and bringing the position to 79 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Keating Financial Advisory Services first reported a position in MC in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Keating Financial Advisory Services held 79 shares of Moelis & Co worth $5.17K as of Q2 2026.
  • Keating Financial Advisory Services bought 43 Moelis & Co shares in Q2 2026, an estimated $2.82K.
  • Moelis & Co made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1543 holding.
  • Keating Financial Advisory Services first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.