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JFS Wealth Advisors’s Tradeweb Markets TW Stock Holding History

JFS Wealth Advisors’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 		$6.88K Buy
69
+3
+5% +$325 ﹤0.01% 1159
2026
Q1 		$7.77K Sell
66
-7
-10% -$801 ﹤0.01% 1040
2025
Q4 		$7.85K Buy
73
+18
+33% +$1.93K ﹤0.01% 1063
2025
Q3 		$6.1K Sell
55
-1
-2% -$129 ﹤0.01% 1045
2025
Q2 		$8.2K Hold
56
– – ﹤0.01% 929
2025
Q1 		$8.31K Buy
56
+1
+2% +$133 ﹤0.01% 936
2024
Q4 		$7.2K Hold
55
– – ﹤0.01% 973
2024
Q3 		$6.8K Buy
55
+1
+2% +$113 ﹤0.01% 1000
2024
Q2 		$5.72K Hold
54
– – ﹤0.01% 1015
2024
Q1 		$5.63K Hold
54
– – ﹤0.01% 1056
2023
Q4 		$4.91K Buy
54
+4
+8% +$357 ﹤0.01% 1064
2023
Q3 		$4.01K Buy
50
+6
+14% +$478 ﹤0.01% 1092
2023
Q2 		$3.01K Sell
44
-4
-8% -$283 ﹤0.01% 1226
2023
Q1 		$3.79K Buy
48
+5
+12% +$362 ﹤0.01% 1108
2022
Q4 		$2.79K Hold
43
– – ﹤0.01% 1239
2022
Q3 		$2K Buy
43
+21
+95% +$1.43K ﹤0.01% 1407
2022
Q2 		$2K Sell
22
-9
-29% -$654 ﹤0.01% 1397
2022
Q1 		$3K Buy
31
+17
+121% +$1.47K ﹤0.01% 1327
2021
Q4 		$1K Buy
+14
New +$1.29K ﹤0.01% 1589

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
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 $3.37T AUM 44.26% 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

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

JFS Wealth Advisors increased its Tradeweb Markets (TW) stake by 4.5% in Q2 2026, buying an estimated $325 and bringing the position to 69 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

JFS Wealth Advisors first reported a position in TW in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.31K in Q1 2025. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • JFS Wealth Advisors held 69 shares of Tradeweb Markets worth $6.88K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Tradeweb Markets shares in Q2 2026, an estimated $325.
  • Tradeweb Markets made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1159 holding.
  • JFS Wealth Advisors first reported a position in Tradeweb Markets in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Tradeweb Markets position peaked at $8.31K in Q1 2025.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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