Position in MC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$110,101
+$4,309 QoQ
Shares Held
1,683
-9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 393 holders
Holding Since
Sep 2025
4 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, 2026Atlantic Union Bankshares Corp holds $63,181,085 across 16 Capital Markets names. MC ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,935 | $45,445,909 | |
| 2 | SCHW |
Schwab Charles Corp
|
172,406 | $15,907,900 | |
| 3 | MS |
Morgan Stanley
|
6,043 | $1,263,227 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,858 | $186,319 | |
| 5 | MC |
Moelis & Co
This page
|
1,683 | $110,101 | |
| 6 | BGC |
BGC Group, Inc.
|
10,167 | $108,685 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,857 | $41,568 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
138 | $38,871 |
All Filings in MC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,101 | 1,683 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $105,792 | 1,856 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $115,689 | 1,683 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $120,031 | 1,683 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||