Sagewood Asset Management LP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1693636 NEW YORK, NY

Position in IBKR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$217,251

New position

Shares Held

2,496

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#868

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sagewood Asset Management LP holds $12,642,915 across 5 Capital Markets names. IBKR ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,339	$9,445,184
2	MS	Morgan Stanley	11,528	$2,409,813
3	SCHW	Schwab Charles Corp	3,421	$315,655
4	HOOD	Robinhood Markets, Inc.	2,543	$255,012
5	IBKR	Interactive Brokers Group, Inc. This page	2,496	$217,251

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,251	2,496	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.