Position in MC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,868,536
+$714,392 QoQ
Shares Held
43,848
+16.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#109
of 391 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $24,656,489 across 9 Capital Markets names. MC ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
29,802 | $10,175,594 | |
| 2 | SF |
Stifel Financial Corp
|
68,358 | $4,769,337 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,678 | $3,719,818 | |
| 4 | MC |
Moelis & Co
This page
|
43,848 | $2,868,536 | |
| 5 | MS |
Morgan Stanley
|
12,036 | $2,516,005 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,720 | $211,373 | |
| 8 | BGC |
BGC Group, Inc.
|
13,128 | $140,338 |
All Filings in MC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,868,536 | 43,848 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,154,144 | 37,792 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,700,038 | 39,279 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,803,232 | 39,305 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,452,790 | 39,358 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,257,073 | 38,675 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,479,560 | 33,562 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,307,142 | 33,676 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,108,539 | 37,083 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,846,046 | 32,518 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,855,321 | 33,054 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,476,382 | 32,714 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,769,937 | 39,037 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,431,774 | 37,247 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $684,405 | 17,837 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,294,145 | 38,277 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,167,239 | 29,663 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,194,032 | 25,432 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,272,391 | 20,355 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,239,751 | 20,038 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,144,114 | 20,111 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $844,658 | 15,391 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $575,802 | 12,314 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||