Chevy Chase Trust Holdings, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1462020 BETHESDA, MD

Position in IBKR

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

Position Value

$18,751,288

+$4,016,949 QoQ

Shares Held

215,433

-1.9% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#165

of 1,105 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Chevy Chase Trust Holdings, LLC holds $658,393,556 across 5 Capital Markets names. IBKR ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	400,606	$405,160,889
2	MS	Morgan Stanley	584,785	$122,243,455
3	SCHW	Schwab Charles Corp	801,071	$73,914,820
4	HOOD	Robinhood Markets, Inc.	382,161	$38,323,104
5	IBKR	Interactive Brokers Group, Inc. This page	215,433	$18,751,288

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,751,288	215,433	-1.9%	Shares	Defined	2026-08-14
2026-03-31	$14,734,339	219,686	-2.8%	Shares	Defined	2026-05-15
2025-12-31	$14,539,075	226,078	-0.6%	Shares	Defined	2026-02-13
2025-09-30	$15,655,031	227,511	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.