Position in IBKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$344,156
-$17,753 QoQ
Shares Held
3,954
-26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#774
of 1,105 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $97,002,004 across 8 Capital Markets names. IBKR ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,346 | $86,316,384 | |
| 2 | MS |
Morgan Stanley
|
30,893 | $6,457,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,448 | $1,886,736 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,114 | $913,951 | |
| 5 | EVR |
Evercore Inc.
|
1,181 | $403,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,771 | $375,817 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,954 | $344,156 | |
| 8 | SF |
Stifel Financial Corp
|
4,355 | $303,848 |
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,156 | 3,954 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $361,909 | 5,396 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $390,747 | 6,076 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $398,134 | 5,786 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $339,109 | 6,120 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $320,747 | 1,937 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $355,106 | 2,010 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $288,475 | 2,070 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,310,200 | 27,000 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $830,898 | 7,438 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $456,115 | 5,502 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||