PSFG
MC icon

Park Square Financial Group’s Moelis & Co MC Stock Holding History

Park Square 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
2025
Q3 		– Sell
-40
Closed -$2.49K – 675
2025
Q2 		$2.49K Hold
40
– – ﹤0.01% 851
2025
Q1 		$2.33K Hold
40
– – ﹤0.01% 840
2024
Q4 		$2.96K Buy
+40
New +$2.89K ﹤0.01% 785

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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

Park Square Financial Group's MC Position: Q3 2025 in Review

Park Square Financial Group sold out of Moelis & Co (MC) in Q3 2025, closing a stake of 40 shares — an estimated $2.49K sold.

Park Square Financial Group first reported a position in MC in Q4 2024 and held it in 3 quarters. The position peaked at $2.96K in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Park Square Financial Group reported no remaining Moelis & Co position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 40 Moelis & Co shares in Q3 2025, an estimated $2.49K.
  • Park Square Financial Group first reported a position in Moelis & Co in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Moelis & Co position peaked at $2.96K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.