Position in MKTX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$680,032
-$436,387 QoQ
Shares Held
5,992
-11.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#181
of 390 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Stiles Financial Services Inc holds $2,277,154 across 3 Capital Markets names. MKTX ranks #2 (29.9% of the industry book) .
All Filings in MKTX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,032 | 5,992 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,116,419 | 6,767 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,264,218 | 6,975 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,462,828 | 8,395 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,788,060 | 8,006 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,659,188 | 7,669 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,519,892 | 6,724 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,612,266 | 6,293 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,076,244 | 5,367 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $815,171 | 3,718 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $918,377 | 3,136 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $389,893 | 1,825 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||