Position in MC
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,570
New position
Shares Held
24
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 391 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Noble Wealth Management PBC holds $460,746 across 8 Capital Markets names. MC ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,439 | $401,951 | |
| 2 | MS |
Morgan Stanley
|
181 | $37,836 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
120 | $10,444 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58 | $5,816 | |
| 5 | MC |
Moelis & Co
This page
|
24 | $1,570 | |
| 6 | LAZ |
Lazard, Inc.
|
33 | $1,384 | |
| 7 | MARA |
MARA Holdings, Inc.
|
66 | $916 | |
| 8 | SNEX |
StoneX Group Inc.
|
10 | $829 |
All Filings in MC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570 | 24 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||