PWPS
MRX

Pinnacle Wealth Planning Services’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$357 Hold
8
– – ﹤0.01% 2644
2025
Q4 		$307 Buy
+8
New +$272 ﹤0.01% 2689

Other funds holding MRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's MRX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Marex Group Limited Ordinary Shares (MRX) position steady in Q1 2026 at 8 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Pinnacle Wealth Planning Services first reported a position in MRX in Q4 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold MRX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8 shares of Marex Group Limited Ordinary Shares worth $357 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Marex Group Limited Ordinary Shares share count unchanged in Q1 2026.
  • Marex Group Limited Ordinary Shares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2644 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marex Group Limited Ordinary Shares in Q4 2025 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.