Position in MRX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,422,687
+$3,248,001 QoQ
Shares Held
154,597
+11.6% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 217 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. MRX ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in MRX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,422,687 | 154,597 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $6,174,686 | 138,508 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $9,222,970 | 240,432 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $22,706,443 | 675,385 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $31,149,605 | 789,197 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,034,537 | 453,979 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,070,694 | 483,500 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,314,238 | 521,348 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $9,878,520 | 493,926 | Shares | Defined | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||