Position in MC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$216,540
+$13,483 QoQ
Shares Held
3,310
+12.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#278
of 391 holders
Holding Since
Sep 2025
3 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 Jun 30, 2026SAGE RHINO CAPITAL LLC holds $4,085,450 across 9 Capital Markets names. MC ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,032 | $1,679,009 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,164 | $1,030,102 | |
| 3 | GS |
Goldman Sachs Group Inc
|
250 | $252,842 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,068 | $242,332 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,264 | $227,033 | |
| 6 | MC |
Moelis & Co
This page
|
3,310 | $216,540 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,751 | $164,633 | |
| 8 | MARA |
MARA Holdings, Inc.
|
11,352 | $157,679 |
All Filings in MC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,540 | 3,310 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $203,057 | 2,954 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $213,246 | 2,990 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||