TRUIST FINANCIAL CORP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 92230 CHARLOTTE, NC

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Position in IBKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,177,594

+$719,208 QoQ

Shares Held

151,397

-18.5% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#200

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. IBKR ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	156,956	$158,740,588
2	MS	Morgan Stanley	565,775	$118,269,604
3	SCHW	Schwab Charles Corp	1,274,680	$117,614,722
4	LPLA	LPL Financial Holdings Inc.	50,282	$14,163,433
5	IBKR	Interactive Brokers Group, Inc. This page	151,397	$13,177,594
6	HOOD	Robinhood Markets, Inc.	67,846	$6,803,596
7	IREN	IREN Ltd	102,943	$4,707,582
8	VIRT	Virtu Financial, Inc.	53,446	$3,183,778

All Filings in IBKR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,177,594	151,397	-18.5%	Shares	Defined	2026-07-28
2026-03-31	$12,458,386	185,752	-7.2%	Shares	Defined	2026-04-27
2025-12-31	$12,872,417	200,162	-3.7%	Shares	Defined	2026-02-02
2025-09-30	$14,307,181	207,923	+2.6%	Shares	Defined	2025-11-03
2025-06-30	$11,229,667	202,665	+237.8%	Shares	Defined	2025-07-18
2025-03-31	$9,935,895	60,003	+0.1%	Shares	Defined	2025-04-29
2024-12-31	$10,586,066	59,920	-1.7%	Shares	Defined	2025-01-31
2024-09-30	$8,491,483	60,932	-7.1%	Shares	Defined	2024-11-13
2024-06-30	$8,038,882	65,570	-6.7%	Shares	Defined	2024-08-21
2024-03-31	$7,851,424	70,284	-15.9%	Shares	Defined	2024-05-13
2023-12-31	$6,932,179	83,621	-18.5%	Shares	Defined	2024-02-02
2023-09-30	$8,876,813	102,551	-2.1%	Shares	Defined	2023-11-14
2023-06-30	$8,700,916	104,742	-17.0%	Shares	Defined	2023-08-01
2023-03-31	$10,414,282	126,142	+24.9%	Shares	Defined	2023-05-05
2022-12-31	$7,307,059	100,996	+47.6%	Shares	Defined	2023-02-17
2022-09-30	$4,373,424	68,431	+14.1%	Shares	Defined	2022-10-26
2022-06-30	$3,299,389	59,978	-6.0%	Shares	Defined	2022-07-22
2022-03-31	$4,204,991	63,799	+19.8%	Shares	Defined	2022-04-22
2021-12-31	$4,228,002	53,236	+8.4%	Shares	Defined	2022-02-14
2021-09-30	$3,060,208	49,089	+8.6%	Shares	Defined	2021-11-05
2021-06-30	$2,969,746	45,181	+12.0%	Shares	Defined	2021-08-16
2021-03-31	$2,946,287	40,338	+71.6%	Shares	Defined	2021-05-17
2020-12-31	$1,431,801	23,503	+14.7%	Shares	Defined	2021-11-19
2020-09-30	$990,039	20,485	+7.6%	Shares	Defined	2021-11-05
2020-06-30	$795,175	19,037	+12.7%	Shares	Defined	2021-11-16
2020-03-31	$729,399	16,896	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.