Position in MRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,700,950
+$3,454,717 QoQ
Shares Held
77,128
+175.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
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, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. MRX ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in MRX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,700,950 | 77,128 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,246,233 | 27,955 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,451,241 | 63,901 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,291,343 | 38,410 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,611,385 | 91,497 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $680,297 | 19,261 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $617,134 | 19,799 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,956 | 1,480 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $31,860 | 1,593 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||