GW&K Investment Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1082917
BOSTON, MA
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,158
+$13,263 QoQ
Shares Held
335
+41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#971
of 1,109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. IBKR ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,158 | 335 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,895 | 237 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,283 | 191 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||