Position in MC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$717,853
-$436,741 QoQ
Shares Held
10,973
-55.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#197
of 391 holders
Holding Since
Dec 2021
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, 2026Kingsview Wealth Management, LLC holds $22,075,416 across 12 Capital Markets names. MC ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,533 | $5,595,910 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,815 | $5,334,589 | |
| 3 | SF |
Stifel Financial Corp
|
62,766 | $4,379,183 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,413 | $2,448,135 | |
| 5 | MS |
Morgan Stanley
|
9,400 | $1,964,976 | |
| 6 | MC |
Moelis & Co
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|
10,973 | $717,853 | |
| 7 | HUT |
Hut 8 Corp.
|
3,913 | $451,736 | |
| 8 | SNEX |
StoneX Group Inc.
|
3,776 | $298,264 |
All Filings in MC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,853 | 10,973 | Shares | Sole | 2026-08-19 | |
| 2022-03-31 | $1,154,594 | 24,592 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $334,428 | 5,350 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||