KAS
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Kestra Advisory Services’s Tradeweb Markets TW Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-428
Closed -$46K – 4323
2025
Q4 		$46K Buy
+428
New +$45.9K ﹤0.01% 3998

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LP
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Kestra Advisory Services's TW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Tradeweb Markets (TW) in Q1 2026, closing a stake of 428 shares — an estimated $46K sold.

Kestra Advisory Services first reported a position in TW in Q4 2025 and held it in 1 quarter. The position peaked at $46K in Q4 2025. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Tradeweb Markets position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 428 Tradeweb Markets shares in Q1 2026, an estimated $46K.
  • Kestra Advisory Services first reported a position in Tradeweb Markets in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Tradeweb Markets position peaked at $46K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.