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Bruce G. Allen Investments’s Tradeweb Markets TW Stock Holding History

Bruce G. Allen Investments’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09K Sell
41
-83
-67% -$9K ﹤0.01% 595
2026
Q1 		$14.6K Hold
124
– – 0.01% 440
2025
Q4 		$13.3K Buy
124
+83
+202% +$8.91K 0.01% 440
2025
Q3 		$4.55K Hold
41
– – ﹤0.01% 581
2025
Q2 		$6K Hold
41
– – ﹤0.01% 540
2025
Q1 		$6.09K Hold
41
– – ﹤0.01% 529
2024
Q4 		$5.37K Hold
41
– – ﹤0.01% 568
2024
Q3 		$5.07K Hold
41
– – ﹤0.01% 575
2024
Q2 		$4.35K Hold
41
– – ﹤0.01% 586
2024
Q1 		$4.27K Hold
41
– – ﹤0.01% 617
2023
Q4 		$3.73K Buy
+41
New +$3.66K ﹤0.01% 633

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Bruce G. Allen Investments's TW Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Tradeweb Markets (TW) stake by 67% in Q2 2026, selling an estimated $9K and leaving 41 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Bruce G. Allen Investments first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.6K in Q1 2026. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Bruce G. Allen Investments held 41 shares of Tradeweb Markets worth $4.09K as of Q2 2026.
  • Bruce G. Allen Investments sold 83 Tradeweb Markets shares in Q2 2026, an estimated $9K.
  • Tradeweb Markets made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #595 holding.
  • Bruce G. Allen Investments first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Tradeweb Markets position peaked at $14.6K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.