Position in MRX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$319,621
+$79,336 QoQ
Shares Held
5,244
-2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 217 holders
Holding Since
Dec 2024
7 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, 2026US BANCORP \DE\ holds $577,498,306 across 40 Capital Markets names. MRX ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,104 | $211,215,625 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,070 | $174,026,433 | |
| 3 | MS |
Morgan Stanley
|
725,143 | $151,583,890 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
56,938 | $5,709,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
18,563 | $5,228,824 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
45,693 | $3,977,117 | |
| 7 | EVR |
Evercore Inc.
|
11,540 | $3,940,217 | |
| 8 | SF |
Stifel Financial Corp
|
52,765 | $3,681,412 |
All Filings in MRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,621 | 5,244 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $240,285 | 5,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $206,759 | 5,390 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $159,560 | 4,746 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $794,846 | 20,138 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $101,897 | 2,885 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $91,856 | 2,947 | Shares | Defined | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||