Position in IBKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$934,461
+$214,398 QoQ
Shares Held
10,736
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#582
of 1,105 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fayez Sarofim & Co holds $332,765,907 across 3 Capital Markets names. IBKR ranks #3 (0.3% of the industry book) .
All Filings in IBKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,461 | 10,736 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $720,063 | 10,736 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $690,432 | 10,736 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $738,744 | 10,736 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $575,986 | 10,395 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $425,235 | 2,568 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $511,106 | 2,893 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $403,168 | 2,893 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||