Position in MC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,218,179
-$1,499,093 QoQ
Shares Held
91,547
-6.3% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. MC ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,191 | $69,532,763 | |
| 2 | MS |
Morgan Stanley
|
196,183 | $32,285,836 | |
| 3 | MC |
Moelis & Co
This page
|
91,547 | $5,218,179 | |
| 4 | SF |
Stifel Financial Corp
|
47,348 | $3,499,964 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
16,429 | $2,359,532 | |
| 6 | SCHW |
Schwab Charles Corp
|
20,799 | $1,954,690 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||