B. Metzler seel. Sohn & Co. AG
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1847838
FRANKFURT, 2M
Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,925,337
+$6,149,673 QoQ
Shares Held
79,565
+588.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#281
of 1,109 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. IBKR ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,925,337 | 79,565 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $775,664 | 11,565 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $639,755 | 9,948 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $684,521 | 9,948 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $551,218 | 9,948 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $411,822 | 2,487 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||