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SVB Wealth’s MarketAxess Holdings MKTX Stock Holding History

SVB Wealth’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
2025
Q4 		– Sell
-6,928
Closed -$1.21M – 407
2025
Q3 		$1.21M Buy
6,928
+191
+3% +$37.4K 0.07% 207
2025
Q2 		$1.5M Buy
6,737
+921
+16% +$202K 0.08% 184
2025
Q1 		$1.26M Buy
5,816
+4,506
+344% +$946K 0.05% 140
2024
Q4 		$296K Buy
+1,310
New +$345K 0.01% 564

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SVB Wealth's MKTX Position: Q4 2025 in Review

SVB Wealth sold out of MarketAxess Holdings (MKTX) in Q4 2025, closing a stake of 6,928 shares — an estimated $1.21M sold.

SVB Wealth first reported a position in MKTX in Q4 2024 and held it in 4 quarters. The position peaked at $1.5M in Q2 2025. 485 funds tracked by Wall St. Rank hold MKTX as of Q4 2025.

  • SVB Wealth reported no remaining MarketAxess Holdings position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 6,928 MarketAxess Holdings shares in Q4 2025, an estimated $1.21M.
  • SVB Wealth first reported a position in MarketAxess Holdings in Q4 2024 and held it in 4 quarters.
  • SVB Wealth's MarketAxess Holdings position peaked at $1.5M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.