Raymond James Financial
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Raymond James Financial’s Moelis & Co MC Stock Holding History

Raymond James Financial’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 		$28.2M Sell
430,844
-32,666
-7% -$2.14M 0.01% 1325
2026
Q1 		$26.4M Buy
463,510
+27,709
+6% +$1.8M 0.01% 1276
2025
Q4 		$30M Sell
435,801
-1,344
-0.3% -$89.7K 0.01% 1168
2025
Q3 		$31.2M Buy
437,145
+34,931
+9% +$2.49M 0.01% 1111
2025
Q2 		$25.1M Sell
402,214
-23,518
-6% -$1.32M 0.01% 1196
2025
Q1 		$24.8M Buy
425,732
+48,704
+13% +$3.43M 0.01% 1145
2024
Q4 		$27.9M Buy
+377,028
New +$27.3M 0.01% 1085

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 $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial's MC Position: Q2 2026 in Review

Raymond James Financial reduced its Moelis & Co (MC) stake by 7% in Q2 2026, selling an estimated $2.14M and leaving 430,844 shares worth $28.2M. The position accounts for 0.01% of the portfolio, ranked #1325.

Raymond James Financial first reported a position in MC in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.2M in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Raymond James Financial held 430,844 shares of Moelis & Co worth $28.2M as of Q2 2026.
  • Raymond James Financial sold 32,666 Moelis & Co shares in Q2 2026, an estimated $2.14M.
  • Moelis & Co made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1325 holding.
  • Raymond James Financial first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Moelis & Co position peaked at $31.2M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.