Position in IBKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$313,778
+$158,780 QoQ
Shares Held
3,605
+56.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#787
of 1,102 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. IBKR ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
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|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,778 | 3,605 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $154,998 | 2,311 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $155,051 | 2,411 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $156,749 | 2,278 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $27,095 | 489 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $61,433 | 371 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,833 | 50 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,968 | 50 | Shares | Sole | 2024-10-28 | |
| 2023-06-30 | $3,987 | 48 | Shares | Sole | 2023-07-17 | |
| 2022-09-30 | $6,135 | 96 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,280 | 96 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||