RBA
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Richard Bernstein Advisors’s Moelis & Co MC Stock Holding History

Richard Bernstein Advisors’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
-54,971
Closed -$3.21M – 231
2025
Q1 		$3.21M Sell
54,971
-1,803
-3% -$127K 0.08% 138
2024
Q4 		$4.19M Hold
56,774
– – 0.1% 101
2024
Q3 		$3.89M Hold
56,774
– – 0.08% 117
2024
Q2 		$3.23M Buy
56,774
+13
+0% +$703 0.07% 133
2024
Q1 		$3.22M Hold
56,761
– – 0.07% 138
2023
Q4 		$3.19M Buy
56,761
+32
+0.1% +$1.5K 0.07% 124
2023
Q3 		$2.56M Buy
+56,729
New +$2.67M 0.06% 164

Other funds holding MC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B 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 $761B AUM 31.28% 1-Year Est. Return