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Stonebridge Financial Group (Pennsylvania)’s Moelis & Co MC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-26
Closed -$1.49K – 633
2025
Q1 		$1.49K Buy
+26
New +$1.83K ﹤0.01% 797

Other funds holding MC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 26 shares — an estimated $1.49K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MC in Q1 2025 and held it in 1 quarter. The position peaked at $1.49K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 26 Moelis & Co shares in Q2 2025, an estimated $1.49K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Moelis & Co in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Moelis & Co position peaked at $1.49K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.