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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
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 $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial's MC Position: Q1 2026 in Review

Rossby Financial increased its Moelis & Co (MC) stake by 170% in Q1 2026, buying an estimated $1.1K and bringing the position to 27 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Rossby Financial first reported a position in MC in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Rossby Financial held 27 shares of Moelis & Co worth $1.53K as of Q1 2026.
  • Rossby Financial bought 17 Moelis & Co shares in Q1 2026, an estimated $1.1K.
  • Moelis & Co made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1889 holding.
  • Rossby Financial first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.