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Cornerstone Financial Management’s Tradeweb Markets TW Stock Holding History

Cornerstone Financial Management’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 		$2.99K Sell
30
-5
-14% -$542 ﹤0.01% 735
2026
Q1 		$4.12K Buy
35
+18
+106% +$2.06K ﹤0.01% 537
2025
Q4 		$1.83K Buy
+17
New +$1.82K ﹤0.01% 716

Other funds holding TW

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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

Cornerstone Financial Management's TW Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Tradeweb Markets (TW) stake by 14% in Q2 2026, selling an estimated $542 and leaving 30 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Cornerstone Financial Management first reported a position in TW in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.12K in Q1 2026. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Cornerstone Financial Management held 30 shares of Tradeweb Markets worth $2.99K as of Q2 2026.
  • Cornerstone Financial Management sold 5 Tradeweb Markets shares in Q2 2026, an estimated $542.
  • Tradeweb Markets made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #735 holding.
  • Cornerstone Financial Management first reported a position in Tradeweb Markets in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Tradeweb Markets position peaked at $4.12K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.