TritonPoint Partners, LLC

Position in MC — Moelis & Co

CIK 2111167 CHEVY CHASE, MD

Position in MC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$291,642

New position

Shares Held

4,458

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#257

of 391 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TritonPoint Partners, LLC holds $4,584,845 across 4 Capital Markets names. MC ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	25,260	$2,330,740
2	GS	Goldman Sachs Group Inc	1,100	$1,112,507
3	MS	Morgan Stanley	4,066	$849,956
4	MC	Moelis & Co This page	4,458	$291,642

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,642	4,458	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.