TRCT
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Tower Research Capital (TRC)’s Moelis & Co MC Stock Holding History

Tower Research Capital (TRC)’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 		$210K Buy
3,680
+1,259
+52% +$81.8K 0.01% 1579
2025
Q4 		$166K Sell
2,421
-482
-17% -$32.2K ﹤0.01% 1575
2025
Q3 		$207K Sell
2,903
-3,464
-54% -$247K 0.01% 1431
2025
Q2 		$397K Buy
6,367
+4,380
+220% +$246K 0.01% 1176
2025
Q1 		$116K Sell
1,987
-2,028
-51% -$143K ﹤0.01% 1695
2024
Q4 		$297K Buy
4,015
+2,170
+118% +$157K 0.01% 1423
2024
Q3 		$126K Sell
1,845
-11,909
-87% -$769K ﹤0.01% 2050
2024
Q2 		$782K Buy
13,754
+11,845
+620% +$640K 0.01% 960
2024
Q1 		$108K Sell
1,909
-7,114
-79% -$388K ﹤0.01% 1786
2023
Q4 		$506K Buy
9,023
+2,171
+32% +$102K 0.01% 1360
2023
Q3 		$309K Buy
6,852
+3,503
+105% +$165K 0.01% 1164
2023
Q2 		$152K Buy
3,349
+1,971
+143% +$78.7K 0.01% 1746
2023
Q1 		$53K Buy
1,378
+1,091
+380% +$46.9K ﹤0.01% 2439
2022
Q4 		$11K Sell
287
-5,430
-95% -$220K ﹤0.01% 3841
2022
Q3 		$193K Buy
5,717
+3,539
+162% +$148K ﹤0.01% 1970
2022
Q2 		$86K Buy
2,178
+1,681
+338% +$73.3K ﹤0.01% 2409
2022
Q1 		$23K Sell
497
-155
-24% -$8.06K ﹤0.01% 3396
2021
Q4 		$41K Sell
652
-5,809
-90% -$389K ﹤0.01% 2921
2021
Q3 		$400K Buy
6,461
+4,182
+184% +$251K 0.01% 1156
2021
Q2 		$130K Sell
2,279
-2,976
-57% -$162K ﹤0.01% 2213
2021
Q1 		$288K Buy
5,255
+3,393
+182% +$182K ﹤0.01% 1696
2020
Q4 		$87K Sell
1,862
-45,686
-96% -$1.84M ﹤0.01% 2488
2020
Q3 		$1.67M Buy
47,548
+30,598
+181% +$968K 0.02% 523
2020
Q2 		$528K Buy
16,950
+16,830
+14,025% +$528K 0.02% 984
2020
Q1 		$3K Buy
120
+64
+114% +$2.1K ﹤0.01% 2476
2019
Q4 		$2K Sell
56
-114
-67% -$3.73K ﹤0.01% 3073
2019
Q3 		$6K Sell
170
-19,779
-99% -$671K ﹤0.01% 3225
2019
Q2 		$697K Buy
19,949
+19,702
+7,977% +$713K 0.05% 360
2019
Q1 		$10K Sell
247
-576
-70% -$24.6K ﹤0.01% 2683
2018
Q4 		$28K Buy
823
+539
+190% +$22.9K ﹤0.01% 1675
2018
Q3 		$16K Buy
+284
New +$16.7K ﹤0.01% 2486
2018
Q2 		– Sell
-2,997
Closed -$152K – 3897
2018
Q1 		$152K Buy
2,997
+1,899
+173% +$97.3K 0.01% 1019
2017
Q4 		$53K Sell
1,098
-1,859
-63% -$84K 0.01% 1299
2017
Q3 		$127K Buy
2,957
+2,777
+1,543% +$111K 0.01% 1140
2017
Q2 		$7K Buy
+180
New +$6.71K ﹤0.01% 1820
2017
Q1 		– Sell
-669
Closed -$23K – 3562
2016
Q4 		$23K Buy
+669
New +$18.9K ﹤0.01% 2015
2016
Q2 		– Sell
-283
Closed -$8K – 4738
2016
Q1 		$8K Buy
283
+15
+6% +$384 ﹤0.01% 2211
2015
Q4 		$8K Sell
268
-924
-78% -$26.5K ﹤0.01% 2424
2015
Q3 		$31K Buy
+1,192
New +$33.7K ﹤0.01% 1363
2015
Q2 		– Sell
-909
Closed -$27K – 4773
2015
Q1 		$27K Buy
909
+836
+1,145% +$26.4K ﹤0.01% 1998
2014
Q4 		$3K Sell
73
-476
-87% -$15.7K ﹤0.01% 3118
2014
Q3 		$19K Sell
549
-3,823
-87% -$129K ﹤0.01% 2344
2014
Q2 		$147K Buy
+4,372
New +$133K 0.02% 717

Other funds holding MC

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
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

Tower Research Capital (TRC)'s MC Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Moelis & Co (MC) stake by 52% in Q1 2026, buying an estimated $81.8K and bringing the position to 3,680 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1579.

Tower Research Capital (TRC) first reported a position in MC in Q2 2014 and has held it in 43 quarters since. The position peaked at $1.67M in Q3 2020. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Tower Research Capital (TRC) held 3,680 shares of Moelis & Co worth $210K as of Q1 2026.
  • Tower Research Capital (TRC) bought 1,259 Moelis & Co shares in Q1 2026, an estimated $81.8K.
  • Moelis & Co made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1579 holding.
  • Tower Research Capital (TRC) first reported a position in Moelis & Co in Q2 2014 and has held it in 43 quarters since.
  • Tower Research Capital (TRC)'s Moelis & Co position peaked at $1.67M in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.