Position in MC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$586,227
+$93,348 QoQ
Shares Held
8,961
+3.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 391 holders
Holding Since
Mar 2020
14 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, 2026Argent Trust Co holds $59,742,115 across 9 Capital Markets names. MC ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
146,072 | $30,534,890 | |
| 2 | GS |
Goldman Sachs Group Inc
|
15,480 | $15,656,007 | |
| 3 | SCHW |
Schwab Charles Corp
|
115,626 | $10,668,809 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,916 | $693,535 | |
| 5 | SNEX |
StoneX Group Inc.
|
7,587 | $599,373 | |
| 6 | MC |
Moelis & Co
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|
8,961 | $586,227 | |
| 7 | LAZ |
Lazard, Inc.
|
10,653 | $446,786 | |
| 8 | TW |
Tradeweb Markets Inc.
|
3,107 | $309,643 |
All Filings in MC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,227 | 8,961 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $492,879 | 8,647 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $669,114 | 9,734 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $948,340 | 13,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $845,245 | 13,563 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $758,504 | 12,997 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $708,434 | 9,589 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $508,343 | 7,420 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $406,263 | 7,145 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $373,261 | 6,575 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $215,819 | 3,845 | Shares | Other | 2024-02-09 | |
| 2020-09-30 | $274,724 | 7,818 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $243,608 | 7,818 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $221,259 | 7,874 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||