AssetMark Inc’s Marex Group Limited Ordinary Shares MRX Stock Holding History

AssetMark Inc’s Portfolio MRX Stock Details MRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.14K	Buy	88 +42	+91%	+$2.89K	﹤0.01%	2691
2026 Q2	$2.8K	Hold	46	–	–	﹤0.01%	2873
2026 Q1	$2.05K	Hold	46	–	–	﹤0.01%	2844
2025 Q4	$1.76K	Sell	46 -1,681	-97%	-$57.2K	﹤0.01%	2800
2025 Q3	$58.1K	Sell	1,727 -13	-0.7%	-$469	﹤0.01%	1583
2025 Q2	$68.7K	Buy	1,740 +288	+20%	+$12K	﹤0.01%	1456
2025 Q1	$51.3K	Sell	1,452 -24	-2%	-$835	﹤0.01%	1439
2024 Q4	$46K	Sell	1,476 -334	-18%	-$9.35K	﹤0.01%	1447
2024 Q3	$42.8K	Buy	1,810 +280	+18%	+$6.25K	﹤0.01%	1322
2024 Q2	$30.6K	Buy	+1,530	New	+$30.1K	﹤0.01%	1316

Other funds holding MRX

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vann Equity Management Plano, Texas $168M AUM

AssetMark Inc's MRX Position: Q3 2026 in Review

AssetMark Inc increased its Marex Group Limited Ordinary Shares (MRX) stake by 91% in Q3 2026, buying an estimated $2.89K and bringing the position to 88 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

AssetMark Inc first reported a position in MRX in Q2 2024 and has held it in 10 quarters since. The position peaked at $68.7K in Q2 2025. 22 funds tracked by Wall St. Rank hold MRX as of Q3 2026.

AssetMark Inc held 88 shares of Marex Group Limited Ordinary Shares worth $6.14K as of Q3 2026.
AssetMark Inc bought 42 Marex Group Limited Ordinary Shares shares in Q3 2026, an estimated $2.89K.
Marex Group Limited Ordinary Shares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2691 holding.
AssetMark Inc first reported a position in Marex Group Limited Ordinary Shares in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's Marex Group Limited Ordinary Shares position peaked at $68.7K in Q2 2025.
22 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.