Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,501,791
-$973,385 QoQ
Shares Held
38,242
-37.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#119
of 394 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BASSWOOD CAPITAL MANAGEMENT, L.L.C. holds $146,448,732 across 7 Capital Markets names. MC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
369,259 | $77,189,901 | |
| 2 | SCHW |
Schwab Charles Corp
|
250,998 | $23,159,585 | |
| 3 | LAZ |
Lazard, Inc.
|
546,216 | $22,908,299 | |
| 4 | PWP |
Perella Weinberg Partners
|
788,737 | $12,588,242 | |
| 5 | SF |
Stifel Financial Corp
|
104,316 | $7,278,127 | |
| 6 | MC |
Moelis & Co
This page
|
38,242 | $2,501,791 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,921 | $822,787 |
All Filings in MC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,791 | 38,242 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,475,176 | 60,968 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||