Root Financial Partners
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Root Financial Partners’s Moelis & Co MC Stock Holding History

Root Financial Partners’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
Q3 		$40.6K Buy
+706
New +$46.4K ﹤0.01% 1192
2026
Q2 		– Sell
-455
Closed -$25.9K – 2028
2026
Q1 		$25.9K Buy
455
+339
+292% +$22K ﹤0.01% 1182
2025
Q4 		$7.97K Buy
116
+38
+49% +$2.54K ﹤0.01% 1600
2025
Q3 		$5.56K Buy
+78
New +$5.57K ﹤0.01% 1684

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Root Financial Partners's MC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Moelis & Co (MC) in Q3 2026: 706 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MC as recently as Q1 2026.

Root Financial Partners first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold MC as of Q3 2026.

  • Root Financial Partners held 706 shares of Moelis & Co worth $40.6K as of Q3 2026.
  • Moelis & Co was a new Root Financial Partners position in Q3 2026.
  • Moelis & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1192 holding.
  • Root Financial Partners first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.