Riverview Capital Advisers’s Moelis & Co MC Stock Holding History

Riverview Capital Advisers’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 Q4	–	Sell	-4,034	Closed	-$288K	–	99
2025 Q3	$288K	Hold	4,034	–	–	0.08%	80
2025 Q2	$251K	Sell	4,034 -1,946	-33%	-$109K	0.07%	86
2025 Q1	$349K	Hold	5,980	–	–	0.11%	76
2024 Q4	$442K	Hold	5,980	–	–	0.13%	72
2024 Q3	$410K	Hold	5,980	–	–	0.13%	68
2024 Q2	$340K	Hold	5,980	–	–	0.11%	71
2024 Q1	$339K	Hold	5,980	–	–	0.12%	71
2023 Q4	$336K	Hold	5,980	–	–	0.13%	68
2023 Q3	$270K	Hold	5,980	–	–	0.12%	71
2023 Q2	$271K	Hold	5,980	–	–	0.12%	69
2023 Q1	$230K	Hold	5,980	–	–	0.1%	76
2022 Q4	$229K	Hold	5,980	–	–	0.12%	68
2022 Q3	$202K	Hold	5,980	–	–	0.13%	72
2022 Q2	$235K	Hold	5,980	–	–	0.13%	75
2022 Q1	$281K	Hold	5,980	–	–	0.13%	72
2021 Q4	$374K	Buy	+5,980	New	+$401K	0.17%	70

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Riverview Capital Advisers's MC Position: Q4 2025 in Review

Riverview Capital Advisers sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 4,034 shares — an estimated $288K sold.

Riverview Capital Advisers first reported a position in MC in Q4 2021 and held it in 16 quarters. The position peaked at $442K in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

Riverview Capital Advisers reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
Riverview Capital Advisers sold 4,034 Moelis & Co shares in Q4 2025, an estimated $288K.
Riverview Capital Advisers first reported a position in Moelis & Co in Q4 2021 and held it in 16 quarters.
Riverview Capital Advisers's Moelis & Co position peaked at $442K in Q4 2024.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on Riverview Capital Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.