TFC Financial Management, Inc. MKTX MARKETAXESS HLDGS INC

Ownership history in TFC Financial Management, Inc.  ·  17 quarters on record

AI Ownership Summary

TFC Financial Management, Inc. reported MARKETAXESS HLDGS INC (MKTX) in 17 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows MKTX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MKTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TFC Financial Management, Inc.'s position in MARKETAXESS HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MKTX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TFC Financial Management, Inc. held MKTX — position size vs. price
% of Fund (quarterly)    MKTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1 0% 0.00% $175 2025-10-24 $169.06
2025 Q2 REDUCED 80.0% -20.1% 1 -4 -80.0% 0.00% $224 2025-07-29 $204.52
2024 Q4 UNCHANGED 5 0% 0.00% $1K 2025-01-29 $214.61
2024 Q3 REDUCED 94.4% -11.8% 5 -85 -94.4% 0.00% $1K 2024-10-25 $279.94
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TFC Financial Management, Inc. and MKTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has TFC Financial Management, Inc. reported owning MKTX?

TFC Financial Management, Inc. reported MKTX across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MKTX position in TFC Financial Management, Inc.'s portfolio?

The largest reported portfolio weight for MKTX was 0.00% in 2024 Q3.

What is the latest reported MKTX position on this page?

The most recent filing on this page is 2025 Q3, when TFC Financial Management, Inc. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $175.

What does the chart on this MKTX ownership page compare?

The chart compares TFC Financial Management, Inc.'s quarterly MKTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TFC Financial Management, Inc. time their MKTX position?

Based on 13F filing dates vs. subsequent MKTX price moves, TFC Financial Management, Inc. correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on MKTX relative to SPY over the holding period was -34.9%.

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