NBC Securities’s Moelis & Co MC Stock Holding History

NBC Securities’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	-1,026	Closed	-$59K	–	2506
2025 Q1	$59K	Buy	+1,026	New	+$72.3K	0.01%	1114

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NBC Securities's MC Position: Q2 2025 in Review

NBC Securities sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 1,026 shares — an estimated $59K sold.

NBC Securities first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $59K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

NBC Securities reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
NBC Securities sold 1,026 Moelis & Co shares in Q2 2025, an estimated $59K.
NBC Securities first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
NBC Securities's Moelis & Co position peaked at $59K in Q1 2025.
375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.