Position in TW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$587,196
-$125,117 QoQ
Shares Held
5,892
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#332
of 560 holders
Holding Since
Jun 2024
9 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, 2026Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names. TW ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
38,149 | $7,974,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,903 | $2,936,007 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,369 | $1,971,717 | |
| 4 | LAZ |
Lazard, Inc.
|
17,139 | $718,809 | |
| 5 | TW |
Tradeweb Markets Inc.
This page
|
5,892 | $587,196 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,456 | $547,127 |
All Filings in TW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,196 | 5,892 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $712,313 | 6,054 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $846,662 | 7,873 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $655,003 | 5,902 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $860,978 | 5,881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $884,673 | 5,959 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $779,235 | 5,952 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,130,096 | 9,138 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $969,158 | 9,143 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||