Position in MC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,114,887
-$186,449 QoQ
Shares Held
72,191
+15.4% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $84,282,162 across 11 Capital Markets names. MC ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,015 | $21,162,438 | |
| 2 | SCHW |
Schwab Charles Corp
|
192,567 | $18,097,446 | |
| 3 | MS |
Morgan Stanley
|
103,158 | $16,976,711 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
47,550 | $14,304,466 | |
| 5 | EVR |
Evercore Inc.
|
18,222 | $5,439,449 | |
| 6 | MC |
Moelis & Co
This page
|
72,191 | $4,114,887 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
27,677 | $1,918,015 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
11,565 | $775,664 |
All Filings in MC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,114,887 | 72,191 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,301,336 | 62,574 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $3,493,895 | 48,989 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,703,628 | 43,383 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,541,402 | 43,547 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,068,088 | 41,528 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,432,830 | 50,107 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,606,174 | 63,422 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,600,466 | 63,422 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,500,098 | 62,357 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,889,087 | 64,017 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,036,677 | 155,198 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,982,905 | 77,599 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,623,548 | 68,375 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,431,278 | 42,333 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,190,927 | 30,265 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $827,118 | 17,617 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $997,222 | 15,953 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||