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Rossby Financial’s Moelis & Co MC Stock Holding History

Rossby 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 		$1.77K Hold
27
– – ﹤0.01% 1766
2026
Q1 		$1.53K Buy
27
+17
+170% +$1.1K ﹤0.01% 1889
2025
Q4 		$687 Buy
10
+2
+25% +$133 ﹤0.01% 1585
2025
Q3 		$550 Buy
+8
New +$571 ﹤0.01% 1366

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 $3.37T AUM 44.26% 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

Rossby Financial's MC Position: Q2 2026 in Review

Rossby Financial held its Moelis & Co (MC) position steady in Q2 2026 at 27 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Rossby Financial first reported a position in MC in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Rossby Financial held 27 shares of Moelis & Co worth $1.77K as of Q2 2026.
  • Rossby Financial left its Moelis & Co share count unchanged in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1766 holding.
  • Rossby Financial first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.