Back to MC
TRUIST FINANCIAL CORP MC Position History
Moelis & Company
Quarters held
10
Latest value
$593K
Q3 2026
Peak value
$690K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $664K |
| Q3 2025 | $94K |
| Q4 2025 | $29K |
| Q4 2025 | $690K |
| Q1 2026 | $24K |
| Q1 2026 | $542K |
| Q2 2026 | $42K |
| Q2 2026 | $682K |
| Q3 2026 | $32K |
| Q3 2026 | $593K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $593K | 10.3K | — | — |
| Q3 2026 | $32K | 548 | — | — |
| Q2 2026 | $682K | 10.4K | — | — |
| Q2 2026 | $42K | 635 | — | — |
| Q1 2026 | $542K | 9.5K | — | — |
| Q1 2026 | $24K | 417 | — | — |
| Q4 2025 | $690K | 10.0K | — | — |
| Q4 2025 | $29K | 417 | — | — |
| Q3 2025 | $94K | 1.3K | — | — |
| Q3 2025 | $664K | 9.3K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M