Position in TW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$501,389
New position
Shares Held
5,031
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#350
of 560 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $6,198,960 across 6 Capital Markets names. TW ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,759 | $1,778,999 | |
| 2 | MS |
Morgan Stanley
|
8,193 | $1,712,664 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,433 | $1,239,462 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
14,423 | $720,861 | |
| 5 | TW |
Tradeweb Markets Inc.
This page
|
5,031 | $501,389 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,449 | $245,585 |
All Filings in TW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,389 | 5,031 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||