Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,868,795
+$7,988,128 QoQ
Shares Held
930,431
+0.3% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 393 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. MC ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
This page
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,868,795 | 930,431 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $52,880,667 | 927,731 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $64,678,152 | 940,910 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $65,936,336 | 924,514 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,568,645 | 939,805 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $56,020,112 | 959,906 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $70,960,112 | 960,478 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $73,236,159 | 1,068,985 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $60,858,450 | 1,070,321 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $61,301,152 | 1,079,816 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $60,482,598 | 1,077,545 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $49,210,427 | 1,090,415 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $49,949,534 | 1,101,666 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $41,677,799 | 1,084,230 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $38,656,967 | 1,007,479 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $34,131,565 | 1,009,511 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,950,472 | 888,195 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $44,068,020 | 938,616 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $51,101,548 | 817,494 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $52,295,306 | 845,245 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $48,149,020 | 846,353 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $57,875,348 | 1,054,580 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $52,296,336 | 1,118,399 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $40,725,185 | 1,158,941 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $37,069,617 | 1,189,654 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,971,722 | 995,435 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||