Pinnacle Wealth Planning Services
MKTX icon

Pinnacle Wealth Planning Services’s MarketAxess Holdings MKTX Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$114K Sell
694
-13
-2% -$1.93K 0.01% 787
2026
Q2 		$80.2K Sell
707
-30
-4% -$4.28K 0.01% 993
2026
Q1 		$122K Sell
737
-134
-15% -$23.5K 0.01% 699
2025
Q4 		$158K Buy
+871
New +$149K 0.02% 563
2021
Q1 		– Sell
-130
Closed -$74K – 1304
2020
Q4 		$74K Buy
+130
New +$70.8K 0.02% 612

Other funds holding MKTX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKTX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its MarketAxess Holdings (MKTX) stake by 1.8% in Q3 2026, selling an estimated $1.93K and leaving 694 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #787.

Pinnacle Wealth Planning Services first reported a position in MKTX in Q4 2020 and has held it in 5 quarters since. The position peaked at $158K in Q4 2025. 322 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 694 shares of MarketAxess Holdings worth $114K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 13 MarketAxess Holdings shares in Q3 2026, an estimated $1.93K.
  • MarketAxess Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #787 holding.
  • Pinnacle Wealth Planning Services first reported a position in MarketAxess Holdings in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's MarketAxess Holdings position peaked at $158K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.