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Equibles

Steward Partners Investment Advisory, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1723397 STAMFORD, CT
Back to IBKR Full portfolio

Position in IBKR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$9,988,797
+$2,206,732 QoQ
Shares Held
114,761
-1.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#226
of 1,112 holders
Holding Since
Mar 2020
26 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, 2026

Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. IBKR ranks #4 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 43,121 $43,611,285
2 SCHW
Schwab Charles Corp
 258,576 $23,858,807
3 MS
Morgan Stanley
 102,435 $21,413,012
4 IBKR
Interactive Brokers Group, Inc.
This page 		114,761 $9,988,797
5 HOOD
Robinhood Markets, Inc.
 68,202 $6,839,296
6 EVR
Evercore Inc.
 11,077 $3,782,130
7 SF
Stifel Financial Corp
 47,953 $3,345,680
8 IREN
IREN Ltd
 42,549 $1,945,765

All Filings in IBKR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,988,797 114,761
2026-03-31 $7,782,065 116,029
2025-12-31 $7,467,355 116,115
2025-09-30 $7,895,052 114,737
2025-06-30 $7,377,730 133,148
2025-03-31 $4,320,739 26,093
2024-12-31 $4,645,007 26,292
2024-09-30 $3,619,736 25,974
2024-06-30 $2,884,410 23,527
2024-03-31 $2,643,728 23,666
2023-12-31 $64,993 784
2023-09-30 $65,093 752
2023-06-30 $50,008 602
2023-03-31 $49,701 602
2022-12-31 $43,554 602
2022-09-30 $6,454 101
2022-06-30 $10,231 186
2022-03-31 $27,682 420
2021-12-31 $4,209 53
2021-09-30 $3,304 53
2021-06-30 $3,483 53
2021-03-31 $14,388 197
2020-12-31 $3,228 53
2020-09-30 $2,561 53
2020-06-30 $2,213 53
2020-03-31 $2,244 52