Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,179,805
+$11,051,667 QoQ
Shares Held
211,418
+8.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 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, 2026Azora Capital LP holds $379,122,147 across 9 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
525,867 | $148,126,216 | |
| 2 | EVR |
Evercore Inc.
|
186,028 | $63,517,400 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
513,081 | $58,229,562 | |
| 4 | PJT |
PJT Partners Inc.
|
322,481 | $48,675,282 | |
| 5 | PIPR |
Piper Sandler Companies
|
380,367 | $27,515,748 | |
| 6 | LCLN |
Lincoln International, Inc.
|
606,033 | $14,466,007 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
211,758 | $10,583,664 | |
| 8 | BGC |
BGC Group, Inc.
|
746,114 | $7,975,958 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,179,805 | 211,418 | Shares | Sole | 2026-05-15 | |
| 2022-09-30 | $3,128,138 | 48,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,746,886 | 322,612 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,126,220 | 517,770 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,361,041 | 268,963 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,622,931 | 138,321 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||