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Root Financial Partners’s MarketAxess Holdings MKTX Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-482
Closed -$79.5K – 2079
2026
Q1 		$79.5K Buy
482
+440
+1,048% +$77.1K ﹤0.01% 667
2025
Q4 		$7.61K Buy
42
+11
+35% +$1.88K ﹤0.01% 1619
2025
Q3 		$5.4K Buy
+31
New +$6.06K ﹤0.01% 1696

Other funds holding MKTX

AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Root Financial Partners's MKTX Position: Q2 2026 in Review

Root Financial Partners sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 482 shares — an estimated $79.5K sold.

Root Financial Partners first reported a position in MKTX in Q3 2025 and held it in 3 quarters. The position peaked at $79.5K in Q1 2026. 77 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Root Financial Partners reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 482 MarketAxess Holdings shares in Q2 2026, an estimated $79.5K.
  • Root Financial Partners first reported a position in MarketAxess Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MarketAxess Holdings position peaked at $79.5K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.