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

Larson 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 		$20.9K Buy
319
+48
+18% +$3.15K ﹤0.01% 1989
2026
Q1 		$15.4K Sell
271
-29
-10% -$1.89K ﹤0.01% 1989
2025
Q4 		$20.6K Buy
300
+39
+15% +$2.6K ﹤0.01% 1706
2025
Q3 		$18.6K Buy
261
+28
+12% +$2K ﹤0.01% 1680
2025
Q2 		$14.5K Buy
233
+229
+5,725% +$12.9K ﹤0.01% 1638
2025
Q1 		$233 Hold
4
– – ﹤0.01% 2759
2024
Q4 		$296 Hold
4
– – ﹤0.01% 2339
2024
Q3 		$274 Hold
4
– – ﹤0.01% 2281
2024
Q2 		$227 Buy
+4
New +$216 ﹤0.01% 2030

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

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

Larson Financial Group increased its Moelis & Co (MC) stake by 18% in Q2 2026, buying an estimated $3.15K and bringing the position to 319 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Larson Financial Group first reported a position in MC in Q2 2024 and has held it in 9 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Larson Financial Group held 319 shares of Moelis & Co worth $20.9K as of Q2 2026.
  • Larson Financial Group bought 48 Moelis & Co shares in Q2 2026, an estimated $3.15K.
  • Moelis & Co made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1989 holding.
  • Larson Financial Group first reported a position in Moelis & Co in Q2 2024 and has held it in 9 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.