FIDUCIARY FINANCIAL GROUP, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1925420
SAN RAFAEL, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$345,374
+$87,155 QoQ
Shares Held
3,968
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#773
of 1,105 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $5,521,036 across 3 Capital Markets names. IBKR ranks #3 (6.3% of the industry book) .
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,374 | 3,968 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $258,219 | 3,850 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $246,114 | 3,827 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $263,335 | 3,827 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $212,109 | 3,828 | Shares | Sole | 2025-07-03 | |
| 2024-06-30 | $388,274 | 3,167 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||