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TritonPoint Partners’s Moelis & Co MC Stock Holding History

TritonPoint Partners’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 		$292K Buy
+4,458
New +$292K 0.02% 291

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State Street
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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

TritonPoint Partners's MC Position: Q2 2026 in Review

TritonPoint Partners opened a new position in Moelis & Co (MC) in Q2 2026: 4,458 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings.

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

  • TritonPoint Partners held 4,458 shares of Moelis & Co worth $292K as of Q2 2026.
  • Moelis & Co was a new TritonPoint Partners position in Q2 2026.
  • Moelis & Co made up 0.02% of TritonPoint Partners's portfolio in Q2 2026, its #291 holding.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on TritonPoint Partners's 13F filing for Q2 2026, filed 13 Aug 2026.