Mather Group
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Mather Group’s Moelis & Co MC Stock Holding History

Mather 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
Q3 		$16.7K Buy
+290
New +$19.1K ﹤0.01% 1494
2024
Q2 		– Sell
-39
Closed -$2.19K – 2247
2024
Q1 		$2.19K Buy
+39
New +$2.13K ﹤0.01% 1527

Other funds holding MC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mather Group's MC Position: Q3 2026 in Review

Mather Group opened a new position in Moelis & Co (MC) in Q3 2026: 290 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings. This is a return to the name: Mather Group previously reported a position in MC as recently as Q1 2024.

Mather Group first reported a position in MC in Q1 2024 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Mather Group held 290 shares of Moelis & Co worth $16.7K as of Q3 2026.
  • Moelis & Co was a new Mather Group position in Q3 2026.
  • Moelis & Co made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1494 holding.
  • Mather Group first reported a position in Moelis & Co in Q1 2024 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.