Merit Financial Group’s MarketAxess Holdings MKTX Stock Holding History

Merit Financial Group’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	$433K	Sell	3,812 -9,898	-72%	-$1.41M	﹤0.01%	1580
2026 Q1	$2.26M	Buy	13,710 +336	+3%	+$58.9K	0.02%	622
2025 Q4	$2.42M	Buy	13,374 +10,993	+462%	+$1.88M	0.02%	570
2025 Q3	$415K	Sell	2,381 -2,840	-54%	-$556K	﹤0.01%	1289
2025 Q2	$1.17M	Buy	5,221 +3,591	+220%	+$789K	0.01%	718
2025 Q1	$353K	Buy	+1,630	New	+$342K	0.01%	1070

Other funds holding MKTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merit Financial Group's MKTX Position: Q2 2026 in Review

Merit Financial Group reduced its MarketAxess Holdings (MKTX) stake by 72% in Q2 2026, selling an estimated $1.41M and leaving 3,812 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Merit Financial Group first reported a position in MKTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42M in Q4 2025. 394 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

Merit Financial Group held 3,812 shares of MarketAxess Holdings worth $433K as of Q2 2026.
Merit Financial Group sold 9,898 MarketAxess Holdings shares in Q2 2026, an estimated $1.41M.
MarketAxess Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1580 holding.
Merit Financial Group first reported a position in MarketAxess Holdings in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's MarketAxess Holdings position peaked at $2.42M in Q4 2025.
394 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.