Position in MC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,401,336
+$183,157 QoQ
Shares Held
82,564
-9.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#83
of 393 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $164,790,759 across 8 Capital Markets names. MC ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,319 | $84,266,336 | |
| 2 | MS |
Morgan Stanley
|
328,070 | $68,579,752 | |
| 3 | MC |
Moelis & Co
This page
|
82,564 | $5,401,336 | |
| 4 | SF |
Stifel Financial Corp
|
34,181 | $2,384,808 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,537 | $1,894,948 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
12,347 | $1,656,103 | |
| 7 | PIPR |
Piper Sandler Companies
|
4,435 | $320,827 | |
| 8 | HUT |
Hut 8 Corp.
|
2,483 | $286,649 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,401,336 | 82,564 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,218,179 | 91,547 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,717,272 | 97,720 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $7,082,076 | 99,300 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $6,141,075 | 98,541 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,647,088 | 96,763 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $7,205,368 | 97,528 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,945,817 | 101,384 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,741,835 | 100,982 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $5,777,595 | 101,772 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $5,866,594 | 104,518 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $4,912,219 | 108,846 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $5,074,814 | 111,928 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $4,120,114 | 107,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,931,773 | 102,470 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $3,601,305 | 106,516 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $3,121,360 | 79,323 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $4,093,851 | 87,196 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $5,339,604 | 85,420 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $5,028,731 | 81,279 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $4,468,310 | 78,543 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $4,139,433 | 75,427 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $3,454,113 | 73,869 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $2,620,495 | 74,573 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $2,053,287 | 65,895 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,547,943 | 55,087 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||