Position in TW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$331,568
+$74,929 QoQ
Shares Held
3,327
+89.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#389
of 560 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,427,759 across 10 Capital Markets names. TW ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,702 | $982,906 | |
| 2 | GS |
Goldman Sachs Group Inc
|
866 | $875,846 | |
| 3 | EVR |
Evercore Inc.
|
1,491 | $509,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,809 | $443,726 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,367 | $368,202 | |
| 6 | TW |
Tradeweb Markets Inc.
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|
3,327 | $331,568 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,714 | $308,011 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
4,295 | $255,853 |
All Filings in TW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,568 | 3,327 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $256,639 | 1,753 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $212,352 | 1,622 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $206,528 | 1,670 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||