Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s Moelis & Co MC Stock Holding History

Thrivent Financial for Lutherans’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 		$3.19M Sell
48,839
-552
-1% -$36.2K 0.01% 1216
2026
Q1 		$2.81M Sell
49,391
-1,455
-3% -$94.6K 0.01% 1206
2025
Q4 		$3.5M Sell
50,846
-2,668
-5% -$178K 0.01% 1104
2025
Q3 		$3.82M Sell
53,514
-1,034
-2% -$73.8K 0.01% 972
2025
Q2 		$3.4M Buy
54,548
+2,700
+5% +$152K 0.01% 1011
2025
Q1 		$3.03M Sell
51,848
-2,712
-5% -$191K 0.01% 1041
2024
Q4 		$4.03M Sell
54,560
-696
-1% -$50.4K 0.01% 1008
2024
Q3 		$3.79M Sell
55,256
-3,149
-5% -$203K 0.01% 1060
2024
Q2 		$3.32M Buy
58,405
+572
+1% +$30.9K 0.01% 1070
2024
Q1 		$3.28M Sell
57,833
-1,571
-3% -$85.8K 0.01% 1085
2023
Q4 		$3.33M Sell
59,404
-1,497
-2% -$70.3K 0.01% 1037
2023
Q3 		$2.75M Sell
60,901
-2,778
-4% -$131K 0.01% 1080
2023
Q2 		$2.89M Buy
+63,679
New +$2.54M 0.01% 1109

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

Thrivent Financial for Lutherans's MC Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Moelis & Co (MC) stake by 1.1% in Q2 2026, selling an estimated $36.2K and leaving 48,839 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #1216.

Thrivent Financial for Lutherans first reported a position in MC in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.03M in Q4 2024. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Thrivent Financial for Lutherans held 48,839 shares of Moelis & Co worth $3.19M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 552 Moelis & Co shares in Q2 2026, an estimated $36.2K.
  • Moelis & Co made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1216 holding.
  • Thrivent Financial for Lutherans first reported a position in Moelis & Co in Q2 2023 and has held it in 13 quarters since.
  • Thrivent Financial for Lutherans's Moelis & Co position peaked at $4.03M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.