Position in IBKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,792
-$1,699 QoQ
Shares Held
146
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOKF, NA holds $63,119,048 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
108,364 | $22,652,409 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,852 | $19,066,346 | |
| 3 | EVR |
Evercore Inc.
|
30,377 | $10,371,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
63,347 | $5,845,027 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
23,850 | $2,517,129 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
10,547 | $1,414,669 | |
| 7 | TW |
Tradeweb Markets Inc.
|
5,987 | $596,664 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,913 | $467,127 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,792 | 146 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $11,491 | 167 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,410 | 224 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,124,686 | 6,792 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $22,342 | 200 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||