Position in IBKR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$212,377
+$2,244 QoQ
Shares Held
2,440
-51.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#874
of 1,105 holders
Holding Since
Sep 2024
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, 2026Cooper Financial Group holds $5,959,338 across 6 Capital Markets names. IBKR ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,668 | $2,698,335 | |
| 2 | MS |
Morgan Stanley
|
7,055 | $1,474,777 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,739 | $990,887 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
6,991 | $349,410 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,329 | $233,552 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,440 | $212,377 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,377 | 2,440 | Shares | Sole | 2026-07-08 | |
| 2025-03-31 | $210,133 | 1,269 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $319,419 | 1,808 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $235,797 | 1,692 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||