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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
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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Principal Securities's TW Position: Q1 2026 in Review

Principal Securities increased its Tradeweb Markets (TW) stake by 33% in Q1 2026, buying an estimated $142K and bringing the position to 4,973 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #913.

Principal Securities first reported a position in TW in Q4 2023 and has held it in 10 quarters since. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • Principal Securities held 4,973 shares of Tradeweb Markets worth $585K as of Q1 2026.
  • Principal Securities bought 1,239 Tradeweb Markets shares in Q1 2026, an estimated $142K.
  • Tradeweb Markets made up 0.01% of Principal Securities's portfolio in Q1 2026, its #913 holding.
  • Principal Securities first reported a position in Tradeweb Markets in Q4 2023 and has held it in 10 quarters since.
  • 581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.