Root Financial Partners
MKTX icon

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
Q3 		$55.6K Buy
+339
New +$50.3K ﹤0.01% 1028
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's MKTX Position: Q3 2026 in Review

Root Financial Partners opened a new position in MarketAxess Holdings (MKTX) in Q3 2026: 339 shares worth $55.6K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MKTX as recently as Q1 2026.

Root Financial Partners first reported a position in MKTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.5K in Q1 2026. 322 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

  • Root Financial Partners held 339 shares of MarketAxess Holdings worth $55.6K as of Q3 2026.
  • MarketAxess Holdings was a new Root Financial Partners position in Q3 2026.
  • MarketAxess Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1028 holding.
  • Root Financial Partners first reported a position in MarketAxess Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's MarketAxess Holdings position peaked at $79.5K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.