Fifth Third Wealth Advisors LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1899030
Cincinnati, OH
Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$686,571
+$190,857 QoQ
Shares Held
7,888
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#645
of 1,105 holders
Holding Since
Jun 2024
9 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, 2026Fifth Third Wealth Advisors LLC holds $33,313,920 across 15 Capital Markets names. IBKR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,992 | $18,196,569 | |
| 2 | MS |
Morgan Stanley
|
37,957 | $7,934,531 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,340 | $2,522,661 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
8,032 | $805,448 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,888 | $686,571 | |
| 6 | EVR |
Evercore Inc.
|
1,372 | $468,455 | |
| 7 | IREN |
IREN Ltd
|
10,197 | $466,308 | |
| 8 | SF |
Stifel Financial Corp
|
6,398 | $446,388 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,571 | 7,888 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $495,714 | 7,391 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $532,936 | 8,287 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $558,874 | 8,122 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $809,872 | 14,616 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $603,409 | 3,644 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $636,542 | 3,603 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $503,368 | 3,612 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $435,843 | 3,555 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||