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Allegiance Financial Group Advisory Services’s MarketAxess Holdings MKTX Stock Holding History

Allegiance Financial Group Advisory Services’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
Q1 		$349K Buy
2,113
+295
+16% +$51.7K 0.07% 119
2025
Q4 		$330K Buy
+1,818
New +$310K 0.07% 114

Other funds holding MKTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allegiance Financial Group Advisory Services's MKTX Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services increased its MarketAxess Holdings (MKTX) stake by 16% in Q1 2026, buying an estimated $51.7K and bringing the position to 2,113 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #119.

Allegiance Financial Group Advisory Services first reported a position in MKTX in Q4 2025 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Allegiance Financial Group Advisory Services held 2,113 shares of MarketAxess Holdings worth $349K as of Q1 2026.
  • Allegiance Financial Group Advisory Services bought 295 MarketAxess Holdings shares in Q1 2026, an estimated $51.7K.
  • MarketAxess Holdings made up 0.07% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #119 holding.
  • Allegiance Financial Group Advisory Services first reported a position in MarketAxess Holdings in Q4 2025 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.