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Principal Securities’s Tradeweb Markets TW Stock Holding History

Principal Securities’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 		$528K Buy
5,299
+326
+7% +$35.4K 0.01% 1054
2026
Q1 		$585K Buy
4,973
+1,239
+33% +$142K 0.01% 913
2025
Q4 		$402K Buy
3,734
+783
+27% +$84.1K 0.01% 1024
2025
Q3 		$328K Buy
2,951
+735
+33% +$94.5K 0.01% 1084
2025
Q2 		$324K Buy
2,216
+1,366
+161% +$191K 0.01% 1039
2025
Q1 		$111K Hold
850
– – ﹤0.01% 1391
2024
Q4 		$111K Buy
850
+129
+18% +$17K ﹤0.01% 1391
2024
Q3 		$89.2K Buy
721
+10
+1% +$1.13K ﹤0.01% 1448
2024
Q2 		$75.4K Buy
711
+4
+0.6% +$423 ﹤0.01% 1434
2024
Q1 		$73.6K Sell
707
-11
-2% -$1.11K ﹤0.01% 1395
2023
Q4 		$65.3K Buy
+718
New +$64.1K ﹤0.01% 1365

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Principal Securities's TW Position: Q2 2026 in Review

Principal Securities increased its Tradeweb Markets (TW) stake by 6.6% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,299 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1054.

Principal Securities first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Principal Securities held 5,299 shares of Tradeweb Markets worth $528K as of Q2 2026.
  • Principal Securities bought 326 Tradeweb Markets shares in Q2 2026, an estimated $35.4K.
  • Tradeweb Markets made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1054 holding.
  • Principal Securities first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Tradeweb Markets position peaked at $585K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.