Cumberland Partners Ltd

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1578985 TORONTO, A6

Position in IBKR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,339,635

+$791,410 QoQ

Shares Held

26,880

+19.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#435

of 1,105 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cumberland Partners Ltd holds $4,573,768 across 3 Capital Markets names. IBKR ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	26,880	$2,339,635
2	SCHW	Schwab Charles Corp	12,332	$1,137,873
3	TW	Tradeweb Markets Inc.	11,000	$1,096,260

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,339,635	26,880	+19.5%	Shares	Defined	2026-08-06
2025-09-30	$1,548,225	22,500	+164.7%	Shares	Defined	2025-11-07
2024-09-30	$1,184,560	8,500	+30.8%	Shares	Defined	2024-11-05
2024-06-30	$796,900	6,500	-80.0%	Shares	Defined	2024-08-13
2023-12-31	$2,694,250	32,500	+62.5%	Shares	Defined	2024-02-01
2023-09-30	$1,731,200	20,000	+21.2%	Shares	Defined	2023-11-08
2023-06-30	$1,370,655	16,500	+3.1%	Shares	Defined	2023-08-09
2023-03-31	$1,320,960	16,000	-8.6%	Shares	Defined	2023-05-08
2022-12-31	$1,266,125	17,500	+16.7%	Shares	Defined	2023-02-06
2022-09-30	$958,650	15,000	-50.0%	Shares	Defined	2022-11-14
2021-09-30	$1,870,200	30,000	+5.3%	Shares	Sole	2021-11-10
2021-06-30	$1,873,305	28,500	-8.1%	Shares	Defined	2021-08-09
2021-03-31	$2,264,240	31,000	-4.6%	Shares	Defined	2021-05-11
2020-12-31	$1,979,900	32,500	-15.6%	Shares	Defined	2021-02-11
2020-09-30	$1,860,705	38,500	-9.4%	Shares	Defined	2020-11-03
2020-06-30	$1,775,225	42,500	+16.4%	Shares	Defined	2020-08-04
2020-03-31	$1,575,705	36,500	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.