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BFC Planning, Inc.’s Marex Group Limited Ordinary Shares MRX Stock Holding History

BFC Planning, 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
Q2 		$21.6K Hold
354
– – ﹤0.01% 1975
2026
Q1 		$15.8K Hold
354
– – ﹤0.01% 1822
2025
Q4 		$13.6K Buy
354
+25
+8% +$851 ﹤0.01% 1932
2025
Q3 		$11.1K Buy
+329
New +$11.9K ﹤0.01% 1868

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Samlyn Capital
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ophir Asset Management
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

BFC Planning, Inc.'s MRX Position: Q2 2026 in Review

BFC Planning, Inc. held its Marex Group Limited Ordinary Shares (MRX) position steady in Q2 2026 at 354 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

BFC Planning, Inc. first reported a position in MRX in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

  • BFC Planning, Inc. held 354 shares of Marex Group Limited Ordinary Shares worth $21.6K as of Q2 2026.
  • BFC Planning, Inc. left its Marex Group Limited Ordinary Shares share count unchanged in Q2 2026.
  • Marex Group Limited Ordinary Shares made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1975 holding.
  • BFC Planning, Inc. first reported a position in Marex Group Limited Ordinary Shares in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.