Position in MC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$24,014,111
+$3,765,545 QoQ
Shares Held
367,076
+3.3% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#45
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPITAL MANAGEMENT CORP /VA holds $44,154,533 across 2 Capital Markets names. MC ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
This page
|
367,076 | $24,014,111 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,914 | $20,140,422 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,014,111 | 367,076 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $20,248,566 | 355,238 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,214,813 | 308,624 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,284,281 | 228,327 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,340,130 | 246,151 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,235,349 | 209,653 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,378,781 | 181,088 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,363,246 | 180,459 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,632,535 | 186,995 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,805,034 | 190,330 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,265,920 | 218,527 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,421,961 | 230,932 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,447,824 | 274,544 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $12,422,808 | 323,174 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,846,849 | 386,939 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $12,140,900 | 359,092 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $17,344,102 | 440,765 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $17,422,769 | 371,092 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $18,536,652 | 296,539 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $16,793,683 | 271,435 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $16,410,773 | 288,465 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $11,568,429 | 210,795 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,428,405 | 201,634 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,234,342 | 205,872 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,312,762 | 138,407 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,573,354 | 198,340 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||