Position in MC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$327,100
+$42,100 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#250
of 391 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ST GERMAIN D J CO INC holds $3,594,990 across 7 Capital Markets names. MC ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,533 | $1,550,430 | |
| 2 | MS |
Morgan Stanley
|
4,046 | $845,775 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,261 | $762,242 | |
| 4 | MC |
Moelis & Co
This page
|
5,000 | $327,100 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
767 | $76,914 | |
| 6 | TW |
Tradeweb Markets Inc.
|
241 | $24,018 | |
| 7 | CLSK |
Cleanspark, Inc.
|
585 | $8,511 |
All Filings in MC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,100 | 5,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $285,000 | 5,000 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||