Position in MC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,709,520
+$594,633 QoQ
Shares Held
71,989
-0.3% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#88
of 393 holders
Holding Since
Dec 2021
19 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, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. MC ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
This page
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in MC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,709,520 | 71,989 | Shares | Defined | 2026-08-11 | |
| 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. | ||||||