TFC Financial Management’s Tradeweb Markets TW Stock Holding History

TFC Financial Management’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	$100	Sell	1 -209	-100%	-$22.7K	﹤0.01%	917
2026 Q1	$24.7K	Hold	210	–	–	﹤0.01%	336
2025 Q4	$22.6K	Hold	210	–	–	﹤0.01%	343
2025 Q3	$23.3K	Hold	210	–	–	﹤0.01%	341
2025 Q2	$30.7K	Hold	210	–	–	﹤0.01%	304
2025 Q1	$31.2K	Hold	210	–	–	﹤0.01%	286
2024 Q4	$27.5K	Hold	210	–	–	﹤0.01%	289
2024 Q3	$26K	Buy	210 +22	+12%	+$2.49K	﹤0.01%	304
2024 Q2	$19.9K	Hold	188	–	–	﹤0.01%	294
2024 Q1	$19.6K	Buy	188 +1	+0.5%	+$101	﹤0.01%	293
2023 Q4	$17K	Buy	187 +55	+42%	+$4.91K	﹤0.01%	295
2023 Q3	$10.6K	Hold	132	–	–	﹤0.01%	339
2023 Q2	$9.04K	Hold	132	–	–	﹤0.01%	342
2023 Q1	$10.4K	Hold	132	–	–	﹤0.01%	369
2022 Q4	$8.57K	Buy	132 +78	+144%	+$4.58K	﹤0.01%	307
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	385
2022 Q2	$4K	Buy	54 +29	+116%	+$2.11K	﹤0.01%	354
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	439
2021 Q4	$3K	Buy	+25	New	+$2.31K	﹤0.01%	443
2021 Q1	–	Sell	-40	Closed	-$2K	–	596
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	449
2020 Q3	$2K	Buy	+40	New	+$2.2K	﹤0.01%	420

Other funds holding TW

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WAM

Wilson Asset Management Sydney, Australia $364M AUM 10.92% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

TFC Financial Management's TW Position: Q2 2026 in Review

TFC Financial Management reduced its Tradeweb Markets (TW) stake by 100% in Q2 2026, selling an estimated $22.7K and leaving 1 share worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #917.

TFC Financial Management first reported a position in TW in Q3 2020 and has held it in 21 quarters since. The position peaked at $31.2K in Q1 2025. 188 funds tracked by Wall St. Rank hold TW as of Q2 2026.

TFC Financial Management held 1 share of Tradeweb Markets worth $100 as of Q2 2026.
TFC Financial Management sold 209 Tradeweb Markets shares in Q2 2026, an estimated $22.7K.
Tradeweb Markets made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #917 holding.
TFC Financial Management first reported a position in Tradeweb Markets in Q3 2020 and has held it in 21 quarters since.
TFC Financial Management's Tradeweb Markets position peaked at $31.2K in Q1 2025.
188 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.