West Branch Capital’s MarketAxess Holdings MKTX Stock Holding History

West Branch Capital’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	-34	Closed	-$6.16K	–	412
2025 Q4	$6.16K	Hold	34	–	–	﹤0.01%	299
2025 Q3	$5.92K	Hold	34	–	–	﹤0.01%	319
2025 Q2	$7.59K	Hold	34	–	–	﹤0.01%	301
2025 Q1	$7.36K	Hold	34	–	–	﹤0.01%	315
2024 Q4	$7.69K	Hold	34	–	–	﹤0.01%	296
2024 Q3	$8.71K	Hold	34	–	–	﹤0.01%	286
2024 Q2	$6.82K	Hold	34	–	–	﹤0.01%	303
2024 Q1	$7.46K	Hold	34	–	–	﹤0.01%	301
2023 Q4	$9.96K	Hold	34	–	–	﹤0.01%	279
2023 Q3	$7.26K	Hold	34	–	–	﹤0.01%	301
2023 Q2	$8.89K	Hold	34	–	–	﹤0.01%	293
2023 Q1	$13.3K	Hold	34	–	–	0.01%	265
2022 Q4	$9.48K	Hold	34	–	–	0.01%	289
2022 Q3	$8K	Hold	34	–	–	0.01%	303
2022 Q2	$9K	Hold	34	–	–	0.01%	287
2022 Q1	$12K	Hold	34	–	–	0.01%	281
2021 Q4	$14K	Hold	34	–	–	0.01%	294
2021 Q3	$14K	Hold	34	–	–	0.01%	278
2021 Q2	$16K	Buy	+34	New	+$16.2K	0.01%	275

Other funds holding MKTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Branch Capital's MKTX Position: Q1 2026 in Review

West Branch Capital sold out of MarketAxess Holdings (MKTX) in Q1 2026, closing a stake of 34 shares — an estimated $6.16K sold.

West Branch Capital first reported a position in MKTX in Q2 2021 and held it in 19 quarters. The position peaked at $16K in Q2 2021. 447 funds tracked by Wall St. Rank hold MKTX as of Q1 2026.

West Branch Capital reported no remaining MarketAxess Holdings position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 34 MarketAxess Holdings shares in Q1 2026, an estimated $6.16K.
West Branch Capital first reported a position in MarketAxess Holdings in Q2 2021 and held it in 19 quarters.
West Branch Capital's MarketAxess Holdings position peaked at $16K in Q2 2021.
447 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.