Aviance Capital Partners, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1542383
NAPLES, FL
Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$332,492
+$76,285 QoQ
Shares Held
3,820
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#779
of 1,105 holders
Holding Since
Jun 2025
5 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, 2026Aviance Capital Partners, LLC holds $16,572,975 across 6 Capital Markets names. IBKR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
92,462 | $8,531,468 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,395 | $6,467,711 | |
| 3 | EVR |
Evercore Inc.
|
2,028 | $692,440 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,820 | $332,492 | |
| 5 | MS |
Morgan Stanley
|
1,506 | $314,814 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
3,929 | $234,050 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,492 | 3,820 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $256,207 | 3,820 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $245,664 | 3,820 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $262,854 | 3,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,666 | 3,820 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||