Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$645,923
+$129,283 QoQ
Shares Held
7,421
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#657
of 1,105 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Siemens Fonds Invest GmbH holds $27,574,883 across 8 Capital Markets names. IBKR ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,625 | $10,582,650 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,570 | $8,667,440 | |
| 3 | SCHW |
Schwab Charles Corp
|
64,494 | $5,950,861 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,070 | $1,110,099 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
7,421 | $645,923 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,120 | $315,481 | |
| 7 | TW |
Tradeweb Markets Inc.
|
1,642 | $163,641 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,216 | $138,788 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,923 | 7,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $516,640 | 7,703 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,540 | 7,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $411,208 | 5,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,454 | 6,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,146 | 1,257 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||