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Legacy Financial Advisors’s MarketAxess Holdings MKTX Stock Holding History

Legacy Financial 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 		– Sell
-1,440
Closed -$238K – 449
2026
Q1 		$238K Buy
1,440
+183
+15% +$32.1K 0.03% 365
2025
Q4 		$228K Buy
+1,257
New +$215K 0.03% 361

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Financial Advisors's MKTX Position: Q2 2026 in Review

Legacy Financial Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 1,440 shares — an estimated $238K sold.

Legacy Financial Advisors first reported a position in MKTX in Q4 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 149 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Legacy Financial Advisors reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,440 MarketAxess Holdings shares in Q2 2026, an estimated $238K.
  • Legacy Financial Advisors first reported a position in MarketAxess Holdings in Q4 2025 and held it in 2 quarters.
  • Legacy Financial Advisors's MarketAxess Holdings position peaked at $238K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.