Marex Group’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Marex Group’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158K	Sell	24,000 -6,000	-20%	-$40.4K	﹤0.01%	1035
2026 Q1	$202K	Buy	+30,000	New	+$200K	﹤0.01%	898
2025 Q1	–	Sell	-16,472	Closed	-$126K	–	710
2024 Q4	$126K	Sell	16,472 -132,260	-89%	-$1.01M	﹤0.01%	596
2024 Q3	$1.13M	Buy	+148,732	New	+$1.09M	0.03%	201

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marex Group's BRW Position: Q2 2026 in Review

Marex Group reduced its Saba Capital Income & Opportunities Fund (BRW) stake by 20% in Q2 2026, selling an estimated $40.4K and leaving 24,000 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Marex Group first reported a position in BRW in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2024. 95 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

Marex Group held 24,000 shares of Saba Capital Income & Opportunities Fund worth $158K as of Q2 2026.
Marex Group sold 6,000 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $40.4K.
Saba Capital Income & Opportunities Fund made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #1035 holding.
Marex Group first reported a position in Saba Capital Income & Opportunities Fund in Q3 2024 and has held it in 4 quarters since.
Marex Group's Saba Capital Income & Opportunities Fund position peaked at $1.13M in Q3 2024.
95 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.