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Moelis & Co shares owned by Bare Financial Services

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial Services investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 141 71.31
2025-06-30 $8.3k 133 62.33
2025-03-31 $2.4k 41 58.37

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Ishares Core S&p 500 Etf Etf (IVV)
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Vanguard Value Etf Etf (VTV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Vanguard Total Bond Market Etf Etf (BND)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Crossmark Large Cap Growth Etf Etf
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Eventide High Dividend Etf Etf (ELCV)
Inspire 100 Etf Etf (BIBL)

View all positions for Bare Financial Services

Top funds holding Moelis & Co

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Daniel D. Thurber
London Company
Charles Schwab Investment Management
State Street Corporation
Ameriprise Financial
Geode Capital Management
Goldman Sachs Group
Timucuan Asset Management
Madison Asset Management
HighTower Advisors
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Moelis & Co