Position in IBKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$857,605
+$559,211 QoQ
Shares Held
9,853
+121.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 1,105 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $363,146,817 across 18 Capital Markets names. IBKR ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
147,217 | $148,890,857 | |
| 2 | SCHW |
Schwab Charles Corp
|
739,229 | $68,208,659 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
1,769,432 | $65,752,093 | |
| 4 | MS |
Morgan Stanley
|
202,578 | $42,346,905 | |
| 5 | SNEX |
StoneX Group Inc.
|
179,094 | $14,148,426 | |
| 6 | EVR |
Evercore Inc.
|
25,986 | $8,872,659 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
15,924 | $4,485,472 | |
| 8 | TW |
Tradeweb Markets Inc.
|
40,590 | $4,045,199 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,605 | 9,853 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $298,394 | 4,449 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $273,703 | 4,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $303,039 | 4,404 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,241 | 4,065 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||