Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$775,003
+$112,285 QoQ
Shares Held
8,904
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 1,103 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $103,494,773 across 10 Capital Markets names. IBKR ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
344,567 | $72,028,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,787 | $27,091,567 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
3,040 | $856,306 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
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|
8,904 | $775,003 | |
| 5 | SF |
Stifel Financial Corp
|
8,198 | $571,974 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,786 | $533,873 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,156 | $513,846 | |
| 8 | PJT |
PJT Partners Inc.
|
2,865 | $432,443 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,003 | 8,904 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $662,718 | 9,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $801,687 | 12,466 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $800,465 | 11,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $643,143 | 11,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $363,966 | 2,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $276,487 | 1,565 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||