Fragasso Financial Advisors Inc
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1613331
SEWICKLEY, PA
Position in IBKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$565,585
+$8,972 QoQ
Shares Held
6,498
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#687
of 1,105 holders
Holding Since
Mar 2025
6 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, 2026Fragasso Financial Advisors Inc holds $3,713,835 across 3 Capital Markets names. IBKR ranks #3 (15.2% of the industry book) .
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,585 | 6,498 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $556,613 | 8,299 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,461,766 | 22,730 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,594,327 | 23,170 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,666,289 | 30,072 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,135,616 | 6,858 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||