Position in TW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$204,900
-$19,006 QoQ
Shares Held
2,056
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#438
of 560 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $5,787,995 across 8 Capital Markets names. TW ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
12,264 | $2,563,666 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,779 | $994,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
859 | $868,766 | |
| 4 | ETOR |
eToro Group Ltd.
|
11,948 | $471,587 | |
| 5 | EVR |
Evercore Inc.
|
1,007 | $343,830 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
6,682 | $333,966 | |
| 7 | TW |
Tradeweb Markets Inc.
This page
|
2,056 | $204,900 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
34,024 | $6,702 |
All Filings in TW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,900 | 2,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,906 | 1,903 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||