Superior Planning, LLC’s MarketAxess Holdings MKTX Stock Holding History

Superior Planning, LLC’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.38K	Buy	+45	New	+$6.67K	﹤0.01%	1053

Other funds holding MKTX

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MUFG Securities EMEA London, United Kingdom $9.34B AUM 36.79% 1-Year Est. Return

Superior Planning, LLC's MKTX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MarketAxess Holdings (MKTX) in Q3 2026: 45 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

264 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

Superior Planning, LLC held 45 shares of MarketAxess Holdings worth $7.38K as of Q3 2026.
MarketAxess Holdings was a new Superior Planning, LLC position in Q3 2026.
MarketAxess Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1053 holding.
264 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.