Position in MC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,813
+$1,263 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 391 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hilltop National Bank holds $1,410,245 across 8 Capital Markets names. MC ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
440 | $445,002 | |
| 2 | LAZ |
Lazard, Inc.
|
7,422 | $311,277 | |
| 3 | MS |
Morgan Stanley
|
1,037 | $216,773 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,158 | $216,404 | |
| 5 | SF |
Stifel Financial Corp
|
2,011 | $140,307 | |
| 6 | SCHW |
Schwab Charles Corp
|
715 | $65,972 | |
| 7 | MC |
Moelis & Co
This page
|
150 | $9,813 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
75 | $4,697 |
All Filings in MC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,813 | 150 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $8,550 | 150 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $6,874 | 100 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $7,132 | 100 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $6,232 | 100 | Shares | Defined | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||