Root Financial Partners
TW icon

Root Financial Partners’s Tradeweb Markets TW Stock Holding History

Root Financial Partners’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
Q3 		$80.1K Buy
+794
New +$81.6K ﹤0.01% 856
2026
Q2 		– Sell
-890
Closed -$105K – 2988
2026
Q1 		$105K Buy
890
+768
+630% +$87.9K ﹤0.01% 548
2025
Q4 		$13.1K Buy
122
+1
+0.8% +$107 ﹤0.01% 1380
2025
Q3 		$13.4K Buy
+121
New +$15.6K ﹤0.01% 1311

Other funds holding TW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

Root Financial Partners opened a new position in Tradeweb Markets (TW) in Q3 2026: 794 shares worth $80.1K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TW as recently as Q1 2026.

Root Financial Partners first reported a position in TW in Q3 2025 and has held it in 4 quarters since. The position peaked at $105K in Q1 2026. 238 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • Root Financial Partners held 794 shares of Tradeweb Markets worth $80.1K as of Q3 2026.
  • Tradeweb Markets was a new Root Financial Partners position in Q3 2026.
  • Tradeweb Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #856 holding.
  • Root Financial Partners first reported a position in Tradeweb Markets in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Tradeweb Markets position peaked at $105K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

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