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Silver Grove Financial Group’s Moelis & Co MC Stock Holding History

Silver Grove Financial Group’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 		$7.2K Buy
+110
New +$7.21K ﹤0.01% 1030

Other funds holding MC

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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

Silver Grove Financial Group's MC Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Moelis & Co (MC) in Q2 2026: 110 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Silver Grove Financial Group held 110 shares of Moelis & Co worth $7.2K as of Q2 2026.
  • Moelis & Co was a new Silver Grove Financial Group position in Q2 2026.
  • Moelis & Co made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1030 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.