Sound View Wealth Advisors Group, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1784777 SAVANNAH, GA

Position in IBKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,495,784

+$582,412 QoQ

Shares Held

28,674

+0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#424

of 1,105 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $5,623,861 across 4 Capital Markets names. IBKR ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	28,674	$2,495,784
2	GS	Goldman Sachs Group Inc	1,574	$1,591,896
3	MS	Morgan Stanley	5,750	$1,201,980
4	SCHW	Schwab Charles Corp	3,622	$334,201

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,495,784	28,674	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$1,913,372	28,528	-1.2%	Shares	Sole	2026-05-06
2025-12-31	$1,857,337	28,881	+5.0%	Shares	Sole	2026-01-08
2025-09-30	$1,892,687	27,506	+12.3%	Shares	Sole	2025-11-10
2025-06-30	$1,357,711	24,503	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.