Independent Financial Group’s MarketAxess Holdings MKTX Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-1,299	Closed	-$290K	–	1403
2025 Q2	$290K	Sell	1,299 -2	-0.2%	-$440	0.01%	1047
2025 Q1	$281K	Sell	1,301 -857	-40%	-$180K	0.01%	960
2024 Q4	$488K	Sell	2,158 -648	-23%	-$171K	0.02%	697
2024 Q3	$719K	Sell	2,806 -141	-5%	-$33K	0.03%	535
2024 Q2	$591K	Buy	+2,947	New	+$608K	0.02%	552
2024 Q1	–	Sell	-781	Closed	-$229K	–	1041
2023 Q4	$229K	Buy	+781	New	+$189K	0.01%	843
2023 Q2	–	Sell	-521	Closed	-$204K	–	906
2023 Q1	$204K	Buy	+521	New	+$184K	0.02%	764

Other funds holding MKTX

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

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GAM

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

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

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

Independent Financial Group's MKTX Position: Q3 2025 in Review

Independent Financial Group sold out of MarketAxess Holdings (MKTX) in Q3 2025, closing a stake of 1,299 shares — an estimated $290K sold.

Independent Financial Group first reported a position in MKTX in Q1 2023 and held it in 7 quarters. The position peaked at $719K in Q3 2024. 450 funds tracked by Wall St. Rank hold MKTX as of Q3 2025.

Independent Financial Group reported no remaining MarketAxess Holdings position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 1,299 MarketAxess Holdings shares in Q3 2025, an estimated $290K.
Independent Financial Group first reported a position in MarketAxess Holdings in Q1 2023 and held it in 7 quarters.
Independent Financial Group's MarketAxess Holdings position peaked at $719K in Q3 2024.
450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.