Union Savings Bank »

Moelis & Co shares owned by Union Savings Bank

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Union Savings Bank from 13F filings

Historical chart of Union Savings Bank investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moelis & Co by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7k 39 68.72

More positions owned by Union Savings Bank

Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Berkshire Hathaway Common Stock (BRK.A)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Microsoft Corp Common Stock (MSFT)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Alphabet Common Stock (GOOGL)
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Exxon Mobil Corp Common Stock (XOM)
J P Morgan Chase & Co Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)

View all positions for Union Savings Bank

Top funds holding Moelis & Co

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

View all funds holding Moelis & Co