Position in MC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$523,490
+$68,402 QoQ
Shares Held
8,002
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#216
of 391 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $11,887,524 across 6 Capital Markets names. MC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
25,022 | $5,230,598 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,882 | $3,310,832 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
24,280 | $2,113,331 | |
| 4 | MC |
Moelis & Co
This page
|
8,002 | $523,490 | |
| 5 | GS |
Goldman Sachs Group Inc
|
362 | $366,115 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,422 | $343,158 |
All Filings in MC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,490 | 8,002 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $455,088 | 7,984 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $381,988 | 5,557 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $408,734 | 5,731 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $91,174 | 1,463 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $85,380 | 1,463 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $145,617 | 1,971 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||