WRIGHT INVESTORS SERVICE INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 108572 SHELTON, CT

Position in IBKR

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

Position Value

$1,347,552

+$722,795 QoQ

Shares Held

15,482

+66.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#522

of 1,105 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $13,235,512 across 4 Capital Markets names. IBKR ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	74,625	$6,885,647
2	GS	Goldman Sachs Group Inc	4,264	$4,312,481
3	IBKR	Interactive Brokers Group, Inc. This page	15,482	$1,347,552
4	MS	Morgan Stanley	3,300	$689,832

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,347,552	15,482	+66.2%	Shares	Sole	2026-08-05
2026-03-31	$624,757	9,315	-3.1%	Shares	Sole	2026-04-29
2025-12-31	$618,147	9,612	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$662,983	9,635	-18.9%	Shares	Sole	2025-10-28
2023-03-31	$980,812	11,880	-1.6%	Shares	Sole	2023-04-26
2022-12-31	$873,770	12,077	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.