Position in IBKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,341,010
+$236,210 QoQ
Shares Held
34,904
+6.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vontobel Holding Ltd. holds $147,266,904 across 25 Capital Markets names. IBKR ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,283 | $43,384,902 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
413,630 | $28,664,558 | |
| 3 | MS |
Morgan Stanley
|
152,600 | $25,113,379 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
840,605 | $16,627,166 | |
| 5 | FUTU |
Futu Holdings Ltd
|
78,360 | $10,716,513 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
69,568 | $6,637,482 | |
| 7 | SCHW |
Schwab Charles Corp
|
38,322 | $3,601,500 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
34,904 | $2,341,010 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,341,010 | 34,904 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,104,800 | 32,729 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,337,421 | 48,502 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $3,279,772 | 59,191 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $413,559 | 9,990 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $226,888 | 5,137 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $369,233 | 10,598 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $306,131 | 9,988 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $397,211 | 14,223 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $462,457 | 22,314 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $406,918 | 18,804 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $282,416 | 13,599 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $280,682 | 13,599 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $350,064 | 19,354 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $393,892 | 24,653 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $364,921 | 26,535 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $380,382 | 23,085 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $465,460 | 23,443 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $566,077 | 36,322 | Shares | Defined | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||