Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,295,938
+$342,002 QoQ
Shares Held
14,889
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#525
of 1,105 holders
Holding Since
Dec 2024
7 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, 2026Summit Financial, LLC holds $76,860,325 across 15 Capital Markets names. IBKR ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,547 | $32,917,059 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
142,082 | $14,247,982 | |
| 3 | MS |
Morgan Stanley
|
46,271 | $9,672,489 | |
| 4 | CLSK |
Cleanspark, Inc.
|
391,633 | $5,698,260 | |
| 5 | SCHW |
Schwab Charles Corp
|
37,802 | $3,487,990 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
100,082 | $3,073,518 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
108,867 | $2,976,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
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|
14,889 | $1,295,938 |
All Filings in IBKR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,938 | 14,889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $953,936 | 14,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $933,073 | 14,509 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $542,016 | 7,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $375,568 | 6,778 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $262,460 | 1,585 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $256,878 | 1,454 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||