Smithfield Trust Co

Bank

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1019754 PITTSBURGH, PA

Position in IBKR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$147,967

+$33,949 QoQ

Shares Held

1,700

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#896

of 1,105 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 63% Shared 37% None 0%

Financial Services · as of Jun 30, 2026

Smithfield Trust Co holds $2,805,500 across 11 Capital Markets names. IBKR ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,061	$1,073,063
2	MS	Morgan Stanley	4,668	$975,798
3	SCHW	Schwab Charles Corp	4,106	$378,860
4	IBKR	Interactive Brokers Group, Inc. This page	1,700	$147,967
5	BGC	BGC Group, Inc.	9,713	$103,831
6	LPLA	LPL Financial Holdings Inc.	127	$35,773
7	SNEX	StoneX Group Inc.	424	$33,535
8	JEF	Jefferies Financial Group Inc.	439	$21,941

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,967	1,700	0.0%	Shares	Defined	2026-08-05
2026-03-31	$114,018	1,700	+122.5%	Shares	Defined	2026-05-08
2025-12-31	$49,132	764	0.0%	Shares	Sole	2026-02-09
2025-09-30	$52,570	764	0.0%	Shares	Sole	2025-11-07
2025-06-30	$42,333	764	+124.0%	Shares	Sole	2025-08-08
2025-03-31	$56,465	341	+78.5%	Shares	Defined	2025-05-09
2024-12-31	$33,743	191	-44.6%	Shares	Sole	2025-02-06
2024-09-30	$48,078	345	+80.6%	Shares	Sole	2024-11-12
2024-06-30	$23,416	191	0.0%	Shares	Sole	2024-07-31
2024-03-31	$21,336	191	0.0%	Shares	Sole	2024-05-07
2023-12-31	$15,833	191	0.0%	Shares	Sole	2024-02-07
2023-09-30	$16,532	191	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.