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Poinciana Advisors Group’s MarketAxess Holdings MKTX Stock Holding History

Poinciana Advisors 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
Q1 		– Sell
-1,206
Closed -$219K – 144
2025
Q4 		$219K Buy
+1,206
New +$206K 0.17% 120

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Poinciana Advisors Group's MKTX Position: Q1 2026 in Review

Poinciana Advisors Group sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 1,206 shares — an estimated $219K sold.

Poinciana Advisors Group first reported a position in MKTX in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 450 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Poinciana Advisors Group reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,206 MarketAxess Holdings shares in Q1 2026, an estimated $219K.
  • Poinciana Advisors Group first reported a position in MarketAxess Holdings in Q4 2025 and held it in 1 quarter.
  • Poinciana Advisors Group's MarketAxess Holdings position peaked at $219K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.