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Zions Bancorporation, National Association’s Moelis & Co MC Stock Holding History

Zions Bancorporation, National Association’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 		$6.35K Buy
97
+1
+1% +$66 ﹤0.01% 1015
2026
Q1 		$5.47K Buy
96
+50
+109% +$3.25K ﹤0.01% 980
2025
Q4 		$3.16K Buy
+46
New +$3.07K ﹤0.01% 932

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Zions Bancorporation, National Association's MC Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Moelis & Co (MC) stake by 1% in Q2 2026, buying an estimated $66 and bringing the position to 97 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Zions Bancorporation, National Association first reported a position in MC in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Zions Bancorporation, National Association held 97 shares of Moelis & Co worth $6.35K as of Q2 2026.
  • Zions Bancorporation, National Association bought 1 Moelis & Co share in Q2 2026, an estimated $66.
  • Moelis & Co made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1015 holding.
  • Zions Bancorporation, National Association first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.