Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,222
+$1,198 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,036
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026MCF Advisors LLC holds $3,723,522 across 13 Capital Markets names. IBKR ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,450 | $1,425,571 | |
| 2 | MS |
Morgan Stanley
|
5,376 | $1,123,799 | |
| 3 | GS |
Goldman Sachs Group Inc
|
965 | $975,972 | |
| 4 | IREN |
IREN Ltd
|
1,157 | $52,909 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
138 | $38,871 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
339 | $33,994 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
1,112 | $30,402 | |
| 8 | LAZ |
Lazard, Inc.
|
430 | $18,034 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,222 | 60 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,024 | 60 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,254 | 175 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||