JTBR
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James T. Borello RIA’s Tradeweb Markets TW Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-5
Closed -$498 – 1335
2026
Q2 		$498 Sell
5
-10
-67% -$1.08K ﹤0.01% 1063
2026
Q1 		$1.76K Sell
15
-7
-32% -$801 ﹤0.01% 938
2025
Q4 		$2.37K Buy
22
+14
+175% +$1.5K ﹤0.01% 746
2025
Q3 		$888 Buy
+8
New +$1.03K ﹤0.01% 822

Other funds holding TW

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

James T. Borello RIA's TW Position: Q3 2026 in Review

James T. Borello RIA sold out of Tradeweb Markets (TW) in Q3 2026, closing a stake of 5 shares — an estimated $498 sold.

James T. Borello RIA first reported a position in TW in Q3 2025 and held it in 4 quarters. The position peaked at $2.37K in Q4 2025. 61 funds tracked by Wall St. Rank hold TW as of Q3 2026.

  • James T. Borello RIA reported no remaining Tradeweb Markets position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 5 Tradeweb Markets shares in Q3 2026, an estimated $498.
  • James T. Borello RIA first reported a position in Tradeweb Markets in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's Tradeweb Markets position peaked at $2.37K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.