Pinnacle Wealth Planning Services
TW icon

Pinnacle Wealth Planning Services’s Tradeweb Markets TW Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$2.32K Buy
23
+2
+10% +$205 ﹤0.01% 2463
2026
Q2 		$2.09K Sell
21
-37
-64% -$4.01K ﹤0.01% 2467
2026
Q1 		$6.82K Buy
58
+41
+241% +$4.69K ﹤0.01% 2154
2025
Q4 		$1.83K Buy
+17
New +$1.82K ﹤0.01% 2498

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Tradeweb Markets (TW) stake by 9.5% in Q3 2026, buying an estimated $205 and bringing the position to 23 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Pinnacle Wealth Planning Services first reported a position in TW in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.82K in Q1 2026. 193 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 23 shares of Tradeweb Markets worth $2.32K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 Tradeweb Markets shares in Q3 2026, an estimated $205.
  • Tradeweb Markets made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2463 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tradeweb Markets in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Tradeweb Markets position peaked at $6.82K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

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