Position in IBKR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,374,186
+$356,869 QoQ
Shares Held
15,788
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#521
of 1,105 holders
Holding Since
Jun 2021
21 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, 2026BENJAMIN EDWARDS INC holds $35,754,075 across 11 Capital Markets names. IBKR ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,883 | $11,006,739 | |
| 2 | SF |
Stifel Financial Corp
|
124,288 | $8,671,573 | |
| 3 | MS |
Morgan Stanley
|
31,667 | $6,619,669 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
39,104 | $3,921,348 | |
| 5 | SCHW |
Schwab Charles Corp
|
15,162 | $1,398,997 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
15,788 | $1,374,186 | |
| 7 | PIPR |
Piper Sandler Companies
|
14,263 | $1,031,785 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
15,946 | $998,697 |
All Filings in IBKR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,186 | 15,788 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,017,317 | 15,168 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $668,501 | 10,395 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $787,048 | 11,438 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $674,948 | 12,181 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $480,541 | 2,902 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $510,929 | 2,892 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $408,463 | 2,931 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,177 | 499 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $50,604 | 453 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $36,641 | 442 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $35,835 | 414 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $45,356 | 546 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $72,570 | 879 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $32,195 | 445 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $27,545 | 431 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $19,143 | 348 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,936 | 348 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $26,208 | 330 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $19,263 | 309 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $20,310 | 309 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||