Position in IBKR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$501,263
+$114,203 QoQ
Shares Held
5,759
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#704
of 1,105 holders
Holding Since
Mar 2024
10 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, 2026Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. IBKR ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,755 | $5,801,904 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,516 | $3,555,976 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
4,951 | $1,394,596 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
5,696 | $764,004 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,202 | $521,656 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
5,759 | $501,263 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,143 | $474,544 | |
| 8 | MC |
Moelis & Co
|
6,931 | $453,426 |
All Filings in IBKR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,263 | 5,759 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $387,060 | 5,771 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $364,894 | 5,674 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $447,401 | 6,502 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $461,232 | 8,324 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $442,952 | 2,675 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $586,367 | 3,319 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $436,056 | 3,129 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $359,708 | 2,934 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $232,467 | 2,081 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||