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JFS Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$1.48K Hold
13
– – ﹤0.01% 1698
2026
Q1 		$2.15K Buy
13
+7
+117% +$1.23K ﹤0.01% 1482
2025
Q4 		$1.09K Buy
+6
New +$1.02K ﹤0.01% 1688
2025
Q3 		– Sell
-7
Closed -$1.56K – 1929
2025
Q2 		$1.56K Sell
7
-6
-46% -$1.32K ﹤0.01% 1457
2025
Q1 		$2.81K Buy
13
+2
+18% +$420 ﹤0.01% 1339
2024
Q4 		$2.49K Sell
11
-2
-15% -$526 ﹤0.01% 1389
2024
Q3 		$3.33K Buy
13
+3
+30% +$703 ﹤0.01% 1272
2024
Q2 		$2.01K Hold
10
– – ﹤0.01% 1428
2024
Q1 		$2.19K Sell
10
-6
-38% -$1.42K ﹤0.01% 1409
2023
Q4 		$4.69K Buy
16
+1
+7% +$242 ﹤0.01% 1084
2023
Q3 		$3.21K Sell
15
-1
-6% -$242 ﹤0.01% 1188
2023
Q2 		$4.18K Sell
16
-3
-16% -$895 ﹤0.01% 1083
2023
Q1 		$7.43K Buy
19
+3
+19% +$1.06K ﹤0.01% 829
2022
Q4 		$4.46K Sell
16
-6
-27% -$1.54K ﹤0.01% 1034
2022
Q3 		$5K Sell
22
-13
-37% -$3.34K ﹤0.01% 989
2022
Q2 		$9K Buy
35
+12
+52% +$3.28K ﹤0.01% 803
2022
Q1 		$8K Buy
23
+19
+475% +$6.89K ﹤0.01% 874
2021
Q4 		$2K Buy
+4
New +$1.58K ﹤0.01% 1109

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's MKTX Position: Q2 2026 in Review

JFS Wealth Advisors held its MarketAxess Holdings (MKTX) position steady in Q2 2026 at 13 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

JFS Wealth Advisors first reported a position in MKTX in Q4 2021 and has held it in 18 quarters since. The position peaked at $9K in Q2 2022. 395 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • JFS Wealth Advisors held 13 shares of MarketAxess Holdings worth $1.48K as of Q2 2026.
  • JFS Wealth Advisors left its MarketAxess Holdings share count unchanged in Q2 2026.
  • MarketAxess Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1698 holding.
  • JFS Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's MarketAxess Holdings position peaked at $9K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.