STRATEGY ASSET MANAGERS LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1166716 PASADENA, CA

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$242,754

New position

Shares Held

2,789

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#840

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $3,203,078 across 4 Capital Markets names. IBKR ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,442	$1,458,395
2	MS	Morgan Stanley	4,096	$856,227
3	HOOD	Robinhood Markets, Inc.	6,439	$645,702
4	IBKR	Interactive Brokers Group, Inc. This page	2,789	$242,754

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,754	2,789	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.