Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,052,574
+$241,498 QoQ
Shares Held
12,093
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#566
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, 2026Avanza Fonder AB holds $61,082,543 across 6 Capital Markets names. IBKR ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,876 | $24,147,470 | |
| 2 | MS |
Morgan Stanley
|
94,842 | $19,825,770 | |
| 3 | SCHW |
Schwab Charles Corp
|
142,386 | $13,137,955 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,043 | $2,265,551 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
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|
12,093 | $1,052,574 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,514 | $653,223 |
All Filings in IBKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,574 | 12,093 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $811,076 | 12,093 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $767,861 | 11,940 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||