National Bank of Canada
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National Bank of Canada’s Moelis & Co MC Stock Holding History

National Bank of Canada’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
Q2 		– Sell
-7
Closed -$418 – 3140
2025
Q1 		$418 Buy
+7
New +$494 ﹤0.01% 2650
2023
Q4 		– Sell
-83,505
Closed -$3.68M – 2819
2023
Q3 		$3.68M Buy
83,505
+83,000
+16,436% +$3.91M 0.01% 893
2023
Q2 		$22.9K Buy
505
+50
+11% +$2K ﹤0.01% 1982
2023
Q1 		$17.5K Sell
455
-27
-6% -$1.16K ﹤0.01% 2003
2022
Q4 		$18.5K Hold
482
– – ﹤0.01% 2023
2022
Q3 		$16K Buy
482
+38
+9% +$1.59K ﹤0.01% 2075
2022
Q2 		$17K Buy
444
+266
+149% +$11.6K ﹤0.01% 2124
2022
Q1 		$8K Buy
+178
New +$9.25K ﹤0.01% 2445

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Bank of Canada's MC Position: Q2 2025 in Review

National Bank of Canada sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 7 shares — an estimated $418 sold.

National Bank of Canada first reported a position in MC in Q1 2022 and held it in 8 quarters. The position peaked at $3.68M in Q3 2023. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • National Bank of Canada reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • National Bank of Canada sold 7 Moelis & Co shares in Q2 2025, an estimated $418.
  • National Bank of Canada first reported a position in Moelis & Co in Q1 2022 and held it in 8 quarters.
  • National Bank of Canada's Moelis & Co position peaked at $3.68M in Q3 2023.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on National Bank of Canada's 13F filing for Q2 2025, filed 13 Aug 2025.