Palisade Asset Management, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1434323 MINNEAPOLIS, MN

Position in IBKR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$415,964

+$95,437 QoQ

Shares Held

4,779

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#737

of 1,105 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Palisade Asset Management, LLC holds $6,715,311 across 3 Capital Markets names. IBKR ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	25,157	$5,258,819
2	SCHW	Schwab Charles Corp	11,277	$1,040,528
3	IBKR	Interactive Brokers Group, Inc. This page	4,779	$415,964

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,964	4,779	0.0%	Shares	Sole	2026-07-20
2026-03-31	$320,527	4,779	+2112.5%	Shares	Sole	2026-04-14
2025-09-30	$14,862	216	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.