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Parkside Financial Bank & Trust’s Moelis & Co MC Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$177K Buy
3,108
+142
+5% +$9.23K 0.01% 485
2025
Q4 		$204K Buy
2,966
+20
+0.7% +$1.33K 0.02% 448
2025
Q3 		$210K Hold
2,946
– – 0.02% 431
2025
Q2 		$184K Buy
2,946
+2,892
+5,356% +$162K 0.02% 446
2025
Q1 		$3.15K Buy
54
+40
+286% +$2.82K ﹤0.01% 1767
2024
Q4 		$1.03K Hold
14
– – ﹤0.01% 1734
2024
Q3 		$960 Sell
14
-105
-88% -$6.78K ﹤0.01% 1715
2024
Q2 		$6.77K Buy
119
+4
+3% +$216 ﹤0.01% 1290
2024
Q1 		$6.53K Buy
115
+105
+1,050% +$5.73K ﹤0.01% 1279
2023
Q4 		$562 Sell
10
-27
-73% -$1.27K ﹤0.01% 1730
2023
Q3 		$1.67K Sell
37
-6
-14% -$282 ﹤0.01% 1716
2023
Q2 		$1.95K Buy
+43
New +$1.72K ﹤0.01% 1693

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parkside Financial Bank & Trust's MC Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Moelis & Co (MC) stake by 4.8% in Q1 2026, buying an estimated $9.23K and bringing the position to 3,108 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #485.

Parkside Financial Bank & Trust first reported a position in MC in Q2 2023 and has held it in 12 quarters since. The position peaked at $210K in Q3 2025. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Parkside Financial Bank & Trust held 3,108 shares of Moelis & Co worth $177K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 142 Moelis & Co shares in Q1 2026, an estimated $9.23K.
  • Moelis & Co made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #485 holding.
  • Parkside Financial Bank & Trust first reported a position in Moelis & Co in Q2 2023 and has held it in 12 quarters since.
  • Parkside Financial Bank & Trust's Moelis & Co position peaked at $210K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.