Position in MRX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$305,664
-$89,403 QoQ
Shares Held
5,015
-43.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 217 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $81,564,970 across 14 Capital Markets names. MRX ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
237,589 | $49,665,604 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,424 | $20,656,219 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,459 | $4,655,850 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,108 | $2,116,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,203 | $620,541 | |
| 7 | LAZ |
Lazard, Inc.
|
12,589 | $527,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
54,894 | $481,968 |
All Filings in MRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,664 | 5,015 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $395,067 | 8,862 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $301,547 | 7,861 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $264,253 | 7,860 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $341,968 | 8,664 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $340,838 | 9,650 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $371,858 | 11,930 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||