Position in IBKR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,570
New position
Shares Held
64
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 240 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026City State Bank holds $2,117,389 across 10 Capital Markets names. IBKR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,197 | $1,210,609 | |
| 2 | MS |
Morgan Stanley
|
2,782 | $581,549 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,526 | $140,804 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,280 | $128,358 | |
| 5 | MC |
Moelis & Co
|
350 | $22,897 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
200 | $12,526 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
23,000 | $11,822 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
64 | $5,570 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,570 | 64 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||