Action Point Financial Planning’s MarketAxess Holdings MKTX Stock Holding History

Action Point Financial Planning’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 Q2	$1.93K	Buy	+17	New	+$2.42K	﹤0.01%	2276

Other funds holding MKTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's MKTX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MarketAxess Holdings (MKTX) in Q2 2026: 17 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #2276 among its holdings.

392 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Action Point Financial Planning held 17 shares of MarketAxess Holdings worth $1.93K as of Q2 2026.
MarketAxess Holdings was a new Action Point Financial Planning position in Q2 2026.
MarketAxess Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2276 holding.
392 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.