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BFC Planning, Inc.’s Tradeweb Markets TW Stock Holding History

BFC Planning, Inc.’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 		$20.4K Buy
204
+152
+292% +$16.5K ﹤0.01% 2008
2026
Q1 		$6.12K Buy
52
+6
+13% +$687 ﹤0.01% 2232
2025
Q4 		$4.95K Buy
46
+3
+7% +$322 ﹤0.01% 2363
2025
Q3 		$4.77K Sell
43
-1
-2% -$129 ﹤0.01% 2207
2025
Q2 		$6.44K Hold
44
– – ﹤0.01% 1966
2025
Q1 		$6.53K Buy
44
+6
+16% +$797 ﹤0.01% 1927
2024
Q4 		$4.98K Buy
+38
New +$5.01K ﹤0.01% 2027

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
Carmignac Gestion
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

BFC Planning, Inc.'s TW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Tradeweb Markets (TW) stake by 292% in Q2 2026, buying an estimated $16.5K and bringing the position to 204 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

BFC Planning, Inc. first reported a position in TW in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • BFC Planning, Inc. held 204 shares of Tradeweb Markets worth $20.4K as of Q2 2026.
  • BFC Planning, Inc. bought 152 Tradeweb Markets shares in Q2 2026, an estimated $16.5K.
  • Tradeweb Markets made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2008 holding.
  • BFC Planning, Inc. first reported a position in Tradeweb Markets in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.