LRI Investments’s Tradeweb Markets TW Stock Holding History

LRI Investments’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	$1.89K	Buy	+19	New	+$2.06K	﹤0.01%	1284

Other funds holding TW

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

LRI Investments's TW Position: Q2 2026 in Review

LRI Investments opened a new position in Tradeweb Markets (TW) in Q2 2026: 19 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

151 funds tracked by Wall St. Rank hold TW as of Q2 2026.

LRI Investments held 19 shares of Tradeweb Markets worth $1.89K as of Q2 2026.
Tradeweb Markets was a new LRI Investments position in Q2 2026.
Tradeweb Markets made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1284 holding.
151 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.