Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,802,929
+$1,576,110 QoQ
Shares Held
58,131
+48.8% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#97
of 390 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $89,408,984 across 14 Capital Markets names. MC ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
21,819 | $22,067,080 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
153,752 | $15,418,249 | |
| 3 | MS |
Morgan Stanley
|
55,615 | $11,625,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
111,145 | $10,255,347 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
112,903 | $9,827,076 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
16,998 | $4,787,995 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
71,322 | $4,466,896 | |
| 8 | MC |
Moelis & Co
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|
58,131 | $3,802,929 |
All Filings in MC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,802,929 | 58,131 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,226,819 | 39,067 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,787,985 | 55,106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,862,476 | 54,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,217,145 | 51,623 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $5,621,000 | 96,316 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $4,093,616 | 55,409 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,733,931 | 54,502 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,139,296 | 55,211 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,058,653 | 53,878 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,042,021 | 54,196 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,310,069 | 51,187 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,346,662 | 51,757 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,996,842 | 51,947 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,090,359 | 54,479 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,821,581 | 53,877 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,201,709 | 30,539 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,176,567 | 25,060 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,553,060 | 24,845 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,481,044 | 23,938 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,344,026 | 23,625 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,127,838 | 20,551 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||