Position in MC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$360,659
-$123,100 QoQ
Shares Held
5,513
-35.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#243
of 391 holders
Holding Since
Dec 2023
11 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, 2026TRUST POINT INC. holds $6,368,948 across 7 Capital Markets names. MC ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,054 | $3,088,723 | |
| 2 | MS |
Morgan Stanley
|
6,819 | $1,425,443 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,322 | $860,140 | |
| 4 | MC |
Moelis & Co
This page
|
5,513 | $360,659 | |
| 5 | SF |
Stifel Financial Corp
|
3,714 | $259,125 | |
| 6 | EVR |
Evercore Inc.
|
648 | $221,252 | |
| 7 | NMR |
Nomura Holdings Inc
|
17,495 | $153,606 |
All Filings in MC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,659 | 5,513 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $483,759 | 8,487 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $591,988 | 8,612 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $618,130 | 8,667 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $429,010 | 6,884 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $672,248 | 11,519 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,315,137 | 17,801 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,300,045 | 18,976 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,070,616 | 18,829 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,024,528 | 18,047 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $711,784 | 12,681 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||