Colonial Trust Co / SC

Bank

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1954093 SPARTANBURG, SC

Position in IBKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,141

+$1,416 QoQ

Shares Held

128

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,005

of 1,105 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $15,526,298 across 10 Capital Markets names. IBKR ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,286	$10,402,951
2	SCHW	Schwab Charles Corp	51,070	$4,712,228
3	MS	Morgan Stanley	1,106	$231,198
4	LPLA	LPL Financial Holdings Inc.	283	$79,715
5	JEF	Jefferies Financial Group Inc.	1,388	$69,372
6	IBKR	Interactive Brokers Group, Inc. This page	128	$11,141
7	MC	Moelis & Co	134	$8,766
8	SNEX	StoneX Group Inc.	52	$4,147

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,141	128	-11.7%	Shares	Sole	2026-08-11
2026-03-31	$9,725	145	+13.3%	Shares	Sole	2026-05-12
2025-12-31	$8,231	128	0.0%	Shares	Sole	2026-02-12
2025-09-30	$8,807	128	+6.7%	Shares	Sole	2025-11-10
2025-06-30	$6,649	120	+300.0%	Shares	Sole	2025-08-13
2025-03-31	$4,967	30	-51.6%	Shares	Sole	2025-05-14
2024-12-31	$10,953	62	+55.0%	Shares	Sole	2025-02-14
2024-09-30	$5,574	40	-14.9%	Shares	Sole	2024-11-12
2023-03-31	$3,880	47	0.0%	Shares	Sole	2023-05-11
2022-12-31	$3,400	47	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.