Position in IBKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,515,192
+$546,702 QoQ
Shares Held
17,408
+20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#509
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026PFG Advisors holds $3,878,030 across 6 Capital Markets names. IBKR ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
17,408 | $1,515,192 | |
| 2 | GS |
Goldman Sachs Group Inc
|
618 | $625,026 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
5,612 | $562,771 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,030 | $556,388 | |
| 5 | MS |
Morgan Stanley
|
1,553 | $324,639 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
10,754 | $294,014 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,515,192 | 17,408 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $968,490 | 14,440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $839,567 | 13,055 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $710,325 | 10,323 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||