Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,977,117
+$961,250 QoQ
Shares Held
45,693
+1.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $577,498,306 across 40 Capital Markets names. IBKR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,104 | $211,215,625 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,070 | $174,026,433 | |
| 3 | MS |
Morgan Stanley
|
725,143 | $151,583,890 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
56,938 | $5,709,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
18,563 | $5,228,824 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
45,693 | $3,977,117 | |
| 7 | EVR |
Evercore Inc.
|
11,540 | $3,940,217 | |
| 8 | SF |
Stifel Financial Corp
|
52,765 | $3,681,412 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,977,117 | 45,693 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,015,867 | 44,966 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,696,728 | 57,483 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,309,499 | 62,629 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,463,510 | 62,507 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $2,718,655 | 16,418 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,205,498 | 18,144 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,594,603 | 18,618 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,344,233 | 19,121 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,716,785 | 24,320 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $2,384,203 | 28,760 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,534,388 | 29,279 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $2,347,723 | 28,262 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,437,087 | 29,519 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,199,222 | 30,397 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,988,430 | 31,113 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $1,777,427 | 32,311 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $2,238,829 | 33,968 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,163,218 | 39,829 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,384,005 | 38,242 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,609,348 | 39,698 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,976,890 | 40,757 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $2,595,313 | 42,602 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $2,145,320 | 44,389 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,857,511 | 44,470 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,863,735 | 43,172 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||