Position in MARA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$564,017
+$209,825 QoQ
Shares Held
40,606
-6.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#178
of 411 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MARA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $17,338,351 across 7 Capital Markets names. MARA ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
29,893 | $6,248,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,538 | $5,600,967 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,951 | $3,778,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,905 | $592,153 | |
| 5 | MARA |
MARA Holdings, Inc.
This page
|
40,606 | $564,017 | |
| 6 | IREN |
IREN Ltd
|
6,380 | $291,757 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,011 | $262,077 |
All Filings in MARA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,017 | 40,606 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $354,192 | 43,406 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $388,672 | 43,282 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $520,665 | 28,514 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $287,761 | 20,762 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $195,868 | 22,462 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $123,786 | 36,195 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $261,805 | 24,445 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $234,137 | 43,846 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $837,773 | 29,974 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||