Position in TW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$298,581
+$78,557 QoQ
Shares Held
2,996
+60.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#405
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, 2026SYM FINANCIAL Corp holds $2,162,136 across 7 Capital Markets names. TW ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
477 | $482,423 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,693 | $340,753 | |
| 3 | MS |
Morgan Stanley
|
1,546 | $323,175 | |
| 4 | TW |
Tradeweb Markets Inc.
This page
|
2,996 | $298,581 | |
| 5 | EVR |
Evercore Inc.
|
850 | $290,224 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,665 | $267,246 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,193 | $159,734 |
All Filings in TW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,581 | 2,996 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $220,024 | 1,870 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||