Bruce G. Allen Investments’s MarketAxess Holdings MKTX Stock Holding History

Bruce G. Allen Investments’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
2025 Q4	–	Sell	-2	Closed	-$349	–	1109
2025 Q3	$349	Sell	2 -4	-67%	-$782	﹤0.01%	1007
2025 Q2	$1.34K	Sell	6 -3	-33%	-$659	﹤0.01%	772
2025 Q1	$1.95K	Buy	9 +6	+200%	+$1.26K	﹤0.01%	711
2024 Q4	$678	Hold	3	–	–	﹤0.01%	894
2024 Q3	$769	Hold	3	–	–	﹤0.01%	876
2024 Q2	$602	Buy	+3	New	+$619	﹤0.01%	842

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bruce G. Allen Investments's MKTX Position: Q4 2025 in Review

Bruce G. Allen Investments sold out of MarketAxess Holdings (MKTX) in Q4 2025, closing a stake of 2 shares — an estimated $349 sold.

Bruce G. Allen Investments first reported a position in MKTX in Q2 2024 and held it in 6 quarters. The position peaked at $1.95K in Q1 2025. 486 funds tracked by Wall St. Rank hold MKTX as of Q4 2025.

Bruce G. Allen Investments reported no remaining MarketAxess Holdings position as of Q4 2025 after selling out during the quarter.
Bruce G. Allen Investments sold 2 MarketAxess Holdings shares in Q4 2025, an estimated $349.
Bruce G. Allen Investments first reported a position in MarketAxess Holdings in Q2 2024 and held it in 6 quarters.
Bruce G. Allen Investments's MarketAxess Holdings position peaked at $1.95K in Q1 2025.
486 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2025.

Based on Bruce G. Allen Investments's 13F filing for Q4 2025, filed 10 Feb 2026.