Stonebridge Financial Group, LLC/CA

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2142299 SAN RAFAEL, CA

Position in IBKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,652,984

New position

Shares Held

53,458

first reported quarter

Ownership

0.012%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#326

of 1,105 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stonebridge Financial Group, LLC/CA holds $9,865,666 across 3 Capital Markets names. IBKR ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	53,458	$4,652,984
2	GS	Goldman Sachs Group Inc	4,234	$4,282,140
3	SCHW	Schwab Charles Corp	10,085	$930,542

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,652,984	53,458	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.