Position in MC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,645,519
+$361,586 QoQ
Shares Held
40,439
+0.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#115
of 391 holders
Holding Since
Dec 2020
23 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, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. MC ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
This page
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in MC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,645,519 | 40,439 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,283,933 | 40,069 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,030,952 | 44,093 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,328,433 | 46,669 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,819,419 | 45,241 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,791,942 | 47,840 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,674,865 | 49,741 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,011,945 | 58,560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,832,935 | 49,823 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,888,003 | 50,872 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,814,863 | 50,149 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,314,762 | 51,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,346,662 | 51,757 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,996,842 | 51,947 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,104,671 | 54,852 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,821,581 | 53,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,591,589 | 40,447 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,176,567 | 25,060 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,553,060 | 24,845 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,481,044 | 23,938 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,344,026 | 23,625 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,127,838 | 20,551 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $647,018 | 13,837 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||