MFG
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Merit Financial Group’s Moelis & Co MC Stock Holding History

Merit 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 		$770K Buy
11,772
+2,389
+25% +$157K ﹤0.01% 1228
2026
Q1 		$535K Buy
9,383
+859
+10% +$55.8K ﹤0.01% 1340
2025
Q4 		$586K Buy
8,524
+2,674
+46% +$178K ﹤0.01% 1206
2025
Q3 		$417K Buy
5,850
+421
+8% +$30.1K ﹤0.01% 1287
2025
Q2 		$338K Buy
+5,429
New +$305K ﹤0.01% 1275

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Merit Financial Group increased its Moelis & Co (MC) stake by 25% in Q2 2026, buying an estimated $157K and bringing the position to 11,772 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Merit Financial Group first reported a position in MC in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Merit Financial Group held 11,772 shares of Moelis & Co worth $770K as of Q2 2026.
  • Merit Financial Group bought 2,389 Moelis & Co shares in Q2 2026, an estimated $157K.
  • Moelis & Co made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1228 holding.
  • Merit Financial Group first reported a position in Moelis & Co in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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