TRUIST FINANCIAL CORP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 92230 CHARLOTTE, NC

Position in IBKR

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$12,458,386

-$414,031 QoQ

Shares Held

185,752

-7.2% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 43.741117188509406.ToString("F0")% Shared 0.ToString("F0")% None 56.25888281149059.ToString("F0")%

Financial Services · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $475,700,341 across 28 Capital Markets names. IBKR ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	177,602	$150,249,515
2	SCHW	Schwab Charles Corp	1,322,295	$124,269,283
3	MS	Morgan Stanley	579,692	$95,399,911
4	LPLA	LPL Financial Holdings Inc.	204,248	$61,443,925
5	IBKR	Interactive Brokers Group, Inc. This page	185,752	$12,458,386
6	MIAX	Miami International Holdings, Inc.	117,767	$4,583,491
7	NAKA	Nakamoto Inc.	500,000	$4,420,000
8	HOOD	Robinhood Markets, Inc.	50,512	$3,500,481

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$2,483,973	60,003	+0.1%	Shares	Defined	2025-04-29
2024-12-31	$2,646,516	59,920	-1.7%	Shares	Defined	2025-01-31
2024-09-30	$2,122,870	60,932	-7.1%	Shares	Defined	2024-11-13
2024-06-30	$2,009,720	65,570	-6.7%	Shares	Defined	2024-08-21
2024-03-31	$1,962,856	70,284	-15.9%	Shares	Defined	2024-05-13
2023-12-31	$1,733,043	83,621	-18.5%	Shares	Defined	2024-02-02
2023-09-30	$2,219,201	102,551	-2.1%	Shares	Defined	2023-11-14
2023-06-30	$2,175,227	104,742	-17.0%	Shares	Defined	2023-08-01
2023-03-31	$2,603,569	126,142	+24.9%	Shares	Defined	2023-05-05
2022-12-31	$1,826,764	100,996	+47.6%	Shares	Defined	2023-02-17
2022-09-30	$1,093,355	68,431	+14.1%	Shares	Defined	2022-10-26
2022-06-30	$824,847	59,978	-6.0%	Shares	Defined	2022-07-22
2022-03-31	$1,051,247	63,799	+19.8%	Shares	Defined	2022-04-22
2021-12-31	$1,057,000	53,236	+8.4%	Shares	Defined	2022-02-14
2021-09-30	$765,051	49,089	+8.6%	Shares	Defined	2021-11-05
2021-06-30	$742,436	45,181	+12.0%	Shares	Defined	2021-08-16
2021-03-31	$736,571	40,338	+71.6%	Shares	Defined	2021-05-17
2020-12-31	$357,949	23,503	+14.7%	Shares	Defined	2021-11-19
2020-09-30	$247,509	20,485	+7.6%	Shares	Defined	2021-11-05
2020-06-30	$198,793	19,037	+12.7%	Shares	Defined	2021-11-16
2020-03-31	$182,349	16,896	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.