Skip to main content
Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1649451 AUSTIN, TX
Back to IBKR Full portfolio

Position in IBKR

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,558,451
+$910,689 QoQ
Shares Held
17,905
+85.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#502
of 1,112 holders
Holding Since
Mar 2026
2 quarters on record

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $80,165,076 across 14 Capital Markets names. IBKR ranks #6 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 32,513 $32,882,672
2 MS
Morgan Stanley
 150,080 $31,372,723
3 HOOD
Robinhood Markets, Inc.
 51,921 $5,206,637
4 SCHW
Schwab Charles Corp
 43,812 $4,042,533
5 BMNR
Bitmine Immersion Technologies, Inc.
 120,109 $1,598,650
6 IBKR
Interactive Brokers Group, Inc.
This page 		17,905 $1,558,451
7 IREN
IREN Ltd
 25,127 $1,149,057
8 EVR
Evercore Inc.
 1,913 $653,174

All Filings in IBKR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,558,451 17,905
2026-03-31 $647,762 9,658