BSC
MLCI icon

BOLTON SECURITIES CORPORATION’s Mount Logan Capital Inc MLCI Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.16K Hold
1,513
– – ﹤0.01% 1964
2026
Q2 		$5.2K Hold
1,513
– – ﹤0.01% 1945
2026
Q1 		$5.42K Sell
1,513
-564
-27% -$3.57K ﹤0.01% 1749
2025
Q4 		$17.1K Hold
2,077
– – ﹤0.01% 1467
2025
Q3 		$16.2K Buy
+2,077
New +$16.4K ﹤0.01% 1439

Other funds holding MLCI

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arbiter Partners Capital Management
Arbiter Partners Capital Management New York $235M AUM 94.74% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MLCI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Mount Logan Capital Inc (MLCI) position steady in Q3 2026 at 1,513 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

BOLTON SECURITIES CORPORATION first reported a position in MLCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q4 2025. 16 funds tracked by Wall St. Rank hold MLCI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,513 shares of Mount Logan Capital Inc worth $5.16K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Mount Logan Capital Inc share count unchanged in Q3 2026.
  • Mount Logan Capital Inc made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1964 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Mount Logan Capital Inc position peaked at $17.1K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.