Sequoia Financial Advisors
MKTX icon

Sequoia Financial Advisors’s MarketAxess Holdings MKTX Stock Holding History

Sequoia Financial Advisors’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
Q1 		– Sell
-1,877
Closed -$340K – 2010
2025
Q4 		$340K Sell
1,877
-270
-13% -$46.1K ﹤0.01% 1488
2025
Q3 		$374K Buy
2,147
+841
+64% +$165K ﹤0.01% 1274
2025
Q2 		$292K Buy
+1,306
New +$287K ﹤0.01% 1275

Other funds holding MKTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sequoia Financial Advisors's MKTX Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 1,877 shares — an estimated $340K sold.

Sequoia Financial Advisors first reported a position in MKTX in Q2 2025 and held it in 3 quarters. The position peaked at $374K in Q3 2025. 452 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,877 MarketAxess Holdings shares in Q1 2026, an estimated $340K.
  • Sequoia Financial Advisors first reported a position in MarketAxess Holdings in Q2 2025 and held it in 3 quarters.
  • Sequoia Financial Advisors's MarketAxess Holdings position peaked at $374K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.