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Larson Financial Group’s Tradeweb Markets TW Stock Holding History

Larson Financial Group’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 		$23K Sell
231
-183
-44% -$19.9K ﹤0.01% 1936
2026
Q1 		$48.7K Buy
414
+123
+42% +$14.1K ﹤0.01% 1370
2025
Q4 		$31.3K Buy
291
+233
+402% +$25K ﹤0.01% 1465
2025
Q3 		$6.44K Sell
58
-130
-69% -$16.7K ﹤0.01% 2254
2025
Q2 		$27.5K Buy
188
+97
+107% +$13.5K ﹤0.01% 1338
2025
Q1 		$13.5K Buy
91
+26
+40% +$3.46K ﹤0.01% 1522
2024
Q4 		$8.51K Buy
65
+10
+18% +$1.32K ﹤0.01% 1538
2024
Q3 		$6.8K Buy
55
+2
+4% +$227 ﹤0.01% 1609
2024
Q2 		$5.62K Buy
53
+52
+5,200% +$5.5K ﹤0.01% 1421
2024
Q1 		$104 Hold
1
– – ﹤0.01% 1701
2023
Q4 		$91 Buy
+1
New +$89 ﹤0.01% 1720

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

Larson Financial Group's TW Position: Q2 2026 in Review

Larson Financial Group reduced its Tradeweb Markets (TW) stake by 44% in Q2 2026, selling an estimated $19.9K and leaving 231 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Larson Financial Group first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.7K in Q1 2026. 562 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Larson Financial Group held 231 shares of Tradeweb Markets worth $23K as of Q2 2026.
  • Larson Financial Group sold 183 Tradeweb Markets shares in Q2 2026, an estimated $19.9K.
  • Tradeweb Markets made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1936 holding.
  • Larson Financial Group first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Tradeweb Markets position peaked at $48.7K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.