Position in MC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$177,156
-$26,726 QoQ
Shares Held
3,108
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $6,674,832 across 32 Capital Markets names. MC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,911 | $2,618,472 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,366 | $2,001,611 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,575 | $805,878 | |
| 4 | SF |
Stifel Financial Corp
|
5,292 | $391,184 | |
| 5 | SNEX |
StoneX Group Inc.
|
3,309 | $177,913 | |
| 6 | MC |
Moelis & Co
This page
|
3,108 | $177,156 | |
| 7 | BGC |
BGC Group, Inc.
|
10,333 | $101,056 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
742 | $70,793 |
All Filings in MC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,156 | 3,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $203,882 | 2,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,108 | 2,946 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $183,594 | 2,946 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,151 | 54 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,034 | 14 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $959 | 14 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $6,766 | 119 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,527 | 115 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $561 | 10 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $1,669 | 37 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,949 | 43 | Shares | Defined | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||