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SBI Securities’s Moelis & Co MC Stock Holding History

SBI Securities’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 		$18.7K Sell
286
-5
-2% -$328 ﹤0.01% 1569
2026
Q1 		$16.6K Buy
291
+62
+27% +$4.03K ﹤0.01% 1543
2025
Q4 		$15.7K Buy
229
+4
+2% +$267 ﹤0.01% 1538
2025
Q3 		$16K Buy
225
+4
+2% +$286 ﹤0.01% 1546
2025
Q2 		$13.8K Buy
221
+28
+15% +$1.57K ﹤0.01% 1556
2025
Q1 		$11.3K Buy
193
+16
+9% +$1.13K ﹤0.01% 1566
2024
Q4 		$13.1K Buy
+177
New +$12.8K ﹤0.01% 1529

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

SBI Securities's MC Position: Q2 2026 in Review

SBI Securities reduced its Moelis & Co (MC) stake by 1.7% in Q2 2026, selling an estimated $328 and leaving 286 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

SBI Securities first reported a position in MC in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • SBI Securities held 286 shares of Moelis & Co worth $18.7K as of Q2 2026.
  • SBI Securities sold 5 Moelis & Co shares in Q2 2026, an estimated $328.
  • Moelis & Co made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1569 holding.
  • SBI Securities first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.