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Marex Group shares owned by UMA Financial Services

Quarter-by-quarter ownership of Marex Group (MRX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Marex Group

Tip: Access up to 7 years of quarterly data

All positions including Marex Group held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marex Group by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.2k 46 69.76

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for UMA Financial Services

Top funds holding Marex Group

Daniel D. Thurber
Swedbank AB
Globeflex Capital
Moody Aldrich Partners
Argent Capital Management
Nkcfo
Y-Intercept
Jackson Creek Investment Advisors
Alaska Retirement Management Board
Genesee Capital Advisors
Toth Financial Advisory Corporation
Fred Alger Management
Navellier & Associates
Norden Group
Nbc Securities

View all funds holding Marex Group