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Sowell Financial Services’s Tradeweb Markets TW Stock Holding History

Sowell Financial Services’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
Q2 		$357K Buy
3,580
+567
+19% +$61.5K 0.01% 798
2026
Q1 		$355K Buy
3,013
+1,122
+59% +$128K 0.01% 770
2025
Q4 		$203K Sell
1,891
-27
-1% -$2.9K 0.01% 1030
2025
Q3 		$213K Sell
1,918
-5,264
-73% -$677K 0.01% 980
2025
Q2 		$1.05M Buy
7,182
+439
+7% +$61.3K 0.04% 395
2025
Q1 		$1M Buy
+6,743
New +$896K 0.05% 383
2021
Q2 		– Sell
-127
Closed -$10K – 2556
2021
Q1 		$10K Sell
127
-70
-36% -$4.81K ﹤0.01% 2334
2020
Q4 		$12K Buy
197
+56
+40% +$3.39K ﹤0.01% 1951
2020
Q3 		$8K Buy
141
+15
+12% +$825 ﹤0.01% 1884
2020
Q2 		$7K Buy
126
+16
+15% +$921 ﹤0.01% 1815
2020
Q1 		$5K Sell
110
-14
-11% -$641 ﹤0.01% 1838
2019
Q4 		$6K Hold
124
– – ﹤0.01% 1867
2019
Q3 		$5K Buy
+124
New +$5.48K ﹤0.01% 1781

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Sowell Financial Services's TW Position: Q2 2026 in Review

Sowell Financial Services increased its Tradeweb Markets (TW) stake by 19% in Q2 2026, buying an estimated $61.5K and bringing the position to 3,580 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #798.

Sowell Financial Services first reported a position in TW in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.05M in Q2 2025. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Sowell Financial Services held 3,580 shares of Tradeweb Markets worth $357K as of Q2 2026.
  • Sowell Financial Services bought 567 Tradeweb Markets shares in Q2 2026, an estimated $61.5K.
  • Tradeweb Markets made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #798 holding.
  • Sowell Financial Services first reported a position in Tradeweb Markets in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Tradeweb Markets position peaked at $1.05M in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.