Position in MRX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,828
+$313 QoQ
Shares Held
30
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 217 holders
Holding Since
Mar 2025
4 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. MRX ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in MRX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828 | 30 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,515 | 34 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $498 | 13 | Shares | Defined | 2026-02-05 | |
| 2025-03-31 | $1,589 | 45 | Shares | Defined | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||