Essex Financial Services, Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1315785
ESSEX, CT
Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$220,994
+$6,585 QoQ
Shares Held
2,539
-23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#863
of 1,105 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $7,805,088 across 7 Capital Markets names. IBKR ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,454 | $4,504,641 | |
| 2 | MS |
Morgan Stanley
|
5,885 | $1,230,200 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,651 | $1,167,307 | |
| 4 | SF |
Stifel Financial Corp
|
3,666 | $255,776 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
4,502 | $225,009 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,539 | $220,994 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,006 | $201,161 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,994 | 2,539 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $214,409 | 3,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $251,362 | 3,653 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||