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
Q2 		$1.71K Buy
28
+20
+250% +$1.1K ﹤0.01% 2500
2026
Q1 		$357 Hold
8
– – ﹤0.01% 2644
2025
Q4 		$307 Buy
+8
New +$272 ﹤0.01% 2689

Other funds holding MRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SC
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
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's MRX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Marex Group Limited Ordinary Shares (MRX) stake by 250% in Q2 2026, buying an estimated $1.1K and bringing the position to 28 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Pinnacle Wealth Planning Services first reported a position in MRX in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 28 shares of Marex Group Limited Ordinary Shares worth $1.71K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20 Marex Group Limited Ordinary Shares shares in Q2 2026, an estimated $1.1K.
  • Marex Group Limited Ordinary Shares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2500 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marex Group Limited Ordinary Shares in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.