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Key Financial Inc’s Moelis & Co MC Stock Holding History

Key Financial Inc’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
2025
Q4 		– Sell
-59
Closed -$4.05K – 1480
2025
Q3 		$4.05K Hold
59
– – ﹤0.01% 1084
2025
Q2 		$3.68K Hold
59
– – ﹤0.01% 1092
2025
Q1 		$3.44K Hold
59
– – ﹤0.01% 1075
2024
Q4 		$4.36K Buy
+59
New +$4.27K ﹤0.01% 1031

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WA
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Key Financial Inc's MC Position: Q4 2025 in Review

Key Financial Inc sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 59 shares — an estimated $4.05K sold.

Key Financial Inc first reported a position in MC in Q4 2024 and held it in 4 quarters. The position peaked at $4.36K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

  • Key Financial Inc reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 59 Moelis & Co shares in Q4 2025, an estimated $4.05K.
  • Key Financial Inc first reported a position in Moelis & Co in Q4 2024 and held it in 4 quarters.
  • Key Financial Inc's Moelis & Co position peaked at $4.36K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.