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Trust Point Inc.

SEC CIK
0001635633
Latest filing
Jul 8, 2026

MC holding history

Moelis & Co in every 13F filed by Trust Point Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q2 2026)
5,513
Value
$360.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MC by Trust Point Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,513$360.7K<0.1%−2,974−35.0%ReducedHolders
Q1 20268,487$483.8K<0.1%−125−1.5%ReducedHolders
Q4 20258,612$592.0K<0.1%−55−0.6%ReducedHolders
Q3 20258,667$618.1K<0.1%+1,783+25.9%AddedHolders
Q2 20256,884$429.0K<0.1%−4,635−40.2%ReducedHolders
Q1 202511,519$672.2K0.1%−6,282−35.3%ReducedHolders
Q4 202417,801$1.32M0.1%−1,175−6.2%ReducedHolders
Q3 202418,976$1.30M0.1%+147+0.8%AddedHolders
Q2 202418,829$1.07M0.1%+782+4.3%AddedHolders
Q1 202418,047$1.02M0.1%+5,366+42.3%AddedHolders
Q4 202312,681$711.8K0.1%–No prior filingHolders