Position in IBKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$261,119
+$52,264 QoQ
Shares Held
3,000
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#821
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026Patten Group, Inc. holds $568,825 across 2 Capital Markets names. IBKR ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,472 | $307,706 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,000 | $261,119 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,119 | 3,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $208,855 | 3,114 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $731,719 | 11,378 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||