Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,693,539
+$344,279 QoQ
Shares Held
30,946
-11.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 1,105 holders
Holding Since
Sep 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, 2026Aberdeen Group plc holds $747,463,705 across 10 Capital Markets names. IBKR ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
284,217 | $287,448,546 | |
| 2 | MS |
Morgan Stanley
|
1,037,691 | $216,918,925 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,643,886 | $151,681,360 | |
| 4 | SNEX |
StoneX Group Inc.
|
266,352 | $31,562,712 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
75,862 | $21,368,807 | |
| 6 | PJT |
PJT Partners Inc.
|
138,593 | $20,919,226 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
83,558 | $8,379,195 | |
| 8 | FUTU |
Futu Holdings Ltd
|
63,640 | $5,965,612 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,693,539 | 30,946 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $2,349,260 | 35,027 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,770,196 | 27,526 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $1,947,185 | 28,298 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||