Position in MC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,527,990
+$1,103,251 QoQ
Shares Held
84,500
+8.9% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#82
of 393 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Palisades Investment Partners, LLC holds $9,026,676 across 2 Capital Markets names. MC ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
This page
|
84,500 | $5,527,990 | |
| 2 | SF |
Stifel Financial Corp
|
50,146 | $3,498,686 |
All Filings in MC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,527,990 | 84,500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,424,739 | 77,627 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,357,595 | 77,940 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,444,354 | 76,337 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,736,444 | 76,002 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,477,962 | 76,730 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,653,740 | 76,526 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,796,727 | 70,015 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $3,745,254 | 65,868 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||