Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$870
-$7,963 QoQ
Shares Held
10
-98.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,085
of 1,105 holders
Holding Since
Dec 2020
2 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, 2026MOTCO holds $30,896,407 across 10 Capital Markets names. IBKR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,641 | $18,852,947 | |
| 2 | SCHW |
Schwab Charles Corp
|
124,117 | $11,452,274 | |
| 3 | MS |
Morgan Stanley
|
2,535 | $529,916 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
585 | $58,663 | |
| 5 | NMR |
Nomura Holdings Inc
|
108 | $948 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
10 | $870 | |
| 7 | EVR |
Evercore Inc.
|
1 | $341 | |
| 8 | SF |
Stifel Financial Corp
|
3 | $209 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870 | 10 | Shares | Sole | 2026-07-31 | |
| 2020-12-31 | $8,833 | 145 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||