TD PRIVATE CLIENT WEALTH LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1551017
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,166,167
+$127,829 QoQ
Shares Held
36,376
-19.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#383
of 1,105 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. IBKR ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,166,167 | 36,376 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,038,338 | 45,301 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,031,894 | 47,145 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,713,744 | 53,971 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,331,027 | 60,116 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,132,466 | 18,917 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,348,426 | 18,953 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,758,909 | 19,797 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,418,652 | 19,728 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,314,966 | 20,723 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,709,149 | 20,617 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,830,917 | 21,152 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,453,140 | 29,531 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,506,604 | 30,361 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,257,754 | 31,206 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,101,296 | 32,879 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,848,941 | 33,611 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,212,664 | 33,571 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,507,289 | 31,570 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,038,580 | 32,701 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,184,405 | 33,233 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,360,798 | 32,322 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,204,388 | 19,770 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $874,241 | 18,089 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $743,422 | 17,798 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $645,952 | 14,963 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||