EverSource Wealth Advisors’s Marex Group Limited Ordinary Shares MRX Stock Holding History

EverSource Wealth Advisors’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 Q2	$14K	Sell	230 -781	-77%	-$43K	﹤0.01%	2689
2026 Q1	$45.1K	Buy	1,011 +106	+12%	+$4.19K	﹤0.01%	1973
2025 Q4	$34.7K	Buy	905 +903	+45,150%	+$30.7K	﹤0.01%	2007
2025 Q3	$67	Buy	+2	New	+$72	﹤0.01%	4234

Other funds holding MRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

EverSource Wealth Advisors's MRX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Marex Group Limited Ordinary Shares (MRX) stake by 77% in Q2 2026, selling an estimated $43K and leaving 230 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

EverSource Wealth Advisors first reported a position in MRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.1K in Q1 2026. 221 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

EverSource Wealth Advisors held 230 shares of Marex Group Limited Ordinary Shares worth $14K as of Q2 2026.
EverSource Wealth Advisors sold 781 Marex Group Limited Ordinary Shares shares in Q2 2026, an estimated $43K.
Marex Group Limited Ordinary Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2689 holding.
EverSource Wealth Advisors first reported a position in Marex Group Limited Ordinary Shares in Q3 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Marex Group Limited Ordinary Shares position peaked at $45.1K in Q1 2026.
221 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.