Position in IBKR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$261
-$2,954 QoQ
Shares Held
3
-94.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,100
of 1,105 holders
Holding Since
Jun 2025
4 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, 2026Grove Bank & Trust holds $2,712,342 across 9 Capital Markets names. IBKR ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,416 | $1,550,240 | |
| 2 | GS |
Goldman Sachs Group Inc
|
829 | $838,425 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,685 | $247,744 | |
| 4 | XP |
XP Inc.
|
1,384 | $22,503 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
278 | $17,411 | |
| 7 | IREN |
IREN Ltd
|
197 | $9,008 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
218 | $6,694 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261 | 3 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $3,215 | 50 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,440 | 50 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,216 | 40 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||