Position in TW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$513,846
-$93,043 QoQ
Shares Held
5,156
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#345
of 560 holders
Holding Since
Mar 2024
10 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, 2026Fiduciary Trust Co holds $103,494,773 across 10 Capital Markets names. TW ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
344,567 | $72,028,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,787 | $27,091,567 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
3,040 | $856,306 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,904 | $775,003 | |
| 5 | SF |
Stifel Financial Corp
|
8,198 | $571,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,786 | $533,873 | |
| 7 | TW |
Tradeweb Markets Inc.
This page
|
5,156 | $513,846 | |
| 8 | PJT |
PJT Partners Inc.
|
2,865 | $432,443 |
All Filings in TW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,846 | 5,156 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $606,889 | 5,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,798 | 5,159 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $652,006 | 5,875 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $910,754 | 6,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $924,608 | 6,228 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $815,369 | 6,228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $571,355 | 4,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $489,720 | 4,620 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $347,406 | 3,335 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||