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SBI Securities’s MarketWise MKTW Stock Holding History

SBI Securities’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91K Buy
+107
New +$1.85K ﹤0.01% 2569
2025
Q4 		– Sell
-2
Closed -$33 – 4147
2025
Q3 		$33 Hold
2
– – ﹤0.01% 3807
2025
Q2 		$40 Sell
2
-9
-82% -$138 ﹤0.01% 3768
2025
Q1 		$104 Sell
11
-28
-72% -$335 ﹤0.01% 3428
2024
Q4 		$445 Buy
+39
New +$435 ﹤0.01% 2937

Other funds holding MKTW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SBI Securities's MKTW Position: Q2 2026 in Review

SBI Securities opened a new position in MarketWise (MKTW) in Q2 2026: 107 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #2569 among its holdings. This is a return to the name: SBI Securities previously reported a position in MKTW as recently as Q3 2025.

SBI Securities first reported a position in MKTW in Q4 2024 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • SBI Securities held 107 shares of MarketWise worth $1.91K as of Q2 2026.
  • MarketWise was a new SBI Securities position in Q2 2026.
  • MarketWise made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2569 holding.
  • SBI Securities first reported a position in MarketWise in Q4 2024 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.