Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$413,527
+$112,249 QoQ
Shares Held
4,751
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#739
of 1,105 holders
Holding Since
Dec 2025
3 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, 2026SYON CAPITAL LLC holds $20,010,381 across 10 Capital Markets names. IBKR ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,114 | $8,206,256 | |
| 2 | EVR |
Evercore Inc.
|
13,485 | $4,604,318 | |
| 3 | MS |
Morgan Stanley
|
20,251 | $4,233,269 | |
| 4 | SCHW |
Schwab Charles Corp
|
9,146 | $843,901 | |
| 5 | NMR |
Nomura Holdings Inc
|
73,044 | $641,326 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
4,751 | $413,527 | |
| 7 | SF |
Stifel Financial Corp
|
4,798 | $334,756 | |
| 8 | FUTU |
Futu Holdings Ltd
|
3,024 | $283,469 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,527 | 4,751 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $301,278 | 4,492 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $212,801 | 3,309 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||