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Sunbelt Securities’s Moelis & Co MC Stock Holding History

Sunbelt 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
Q1 		$969 Buy
17
+6
+55% +$390 ﹤0.01% 2108
2025
Q4 		$756 Buy
+11
New +$734 ﹤0.01% 2140

Other funds holding MC

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Kayne Anderson Rudnick Investment Management
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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

Sunbelt Securities's MC Position: Q1 2026 in Review

Sunbelt Securities increased its Moelis & Co (MC) stake by 55% in Q1 2026, buying an estimated $390 and bringing the position to 17 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Sunbelt Securities first reported a position in MC in Q4 2025 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Sunbelt Securities held 17 shares of Moelis & Co worth $969 as of Q1 2026.
  • Sunbelt Securities bought 6 Moelis & Co shares in Q1 2026, an estimated $390.
  • Moelis & Co made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2108 holding.
  • Sunbelt Securities first reported a position in Moelis & Co in Q4 2025 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.