American Trust

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1905128 LEXINGTON, KY

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$411,786

+$95,820 QoQ

Shares Held

4,731

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#740

of 1,105 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

American Trust holds $4,770,777 across 4 Capital Markets names. IBKR ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	34,292	$3,164,122
2	GS	Goldman Sachs Group Inc	618	$625,026
3	MS	Morgan Stanley	2,726	$569,843
4	IBKR	Interactive Brokers Group, Inc. This page	4,731	$411,786

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,786	4,731	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$315,966	4,711	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.