BFS
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Burkett Financial Services’s Tradeweb Markets TW Stock Holding History

Burkett Financial Services’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
Q3 		$23.6K Buy
+234
New +$24K 0.01% 232

Other funds holding TW

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's TW Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Tradeweb Markets (TW) in Q3 2026: 234 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings.

14 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Burkett Financial Services held 234 shares of Tradeweb Markets worth $23.6K as of Q3 2026.
  • Tradeweb Markets was a new Burkett Financial Services position in Q3 2026.
  • Tradeweb Markets made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #232 holding.
  • 14 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.