Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$203,812
-$17,365 QoQ
Shares Held
450
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,150
of 1,401 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $203,812 across 1 Financial Data & Stock Exchanges name. MCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
450 | $203,812 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,812 | 450 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $221,177 | 507 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $547,118 | 1,071 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $544,615 | 1,143 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $586,356 | 1,169 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,395,494 | 2,948 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,249,319 | 2,968 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,225,860 | 3,119 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,216,202 | 3,114 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $643,405 | 2,035 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $731,602 | 2,104 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $771,782 | 2,522 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $736,949 | 2,645 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $679,492 | 2,795 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $485,465 | 1,785 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $644,790 | 1,911 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $729,602 | 1,868 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $912,986 | 2,571 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $781,269 | 2,156 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $493,303 | 1,652 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $464,093 | 1,599 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $447,238 | 1,543 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $393,138 | 1,431 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $273,258 | 1,292 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||