SFG
IBKR icon

Steward Financial Group’s Interactive Brokers IBKR Stock Holding History

Steward Financial Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+56
New +$1.25K ﹤0.01% 1168
2023
Q2 		– Sell
-40
Closed – – 713
2023
Q1 		$0 Buy
40
+16
+67% +$326 ﹤0.01% 813
2022
Q4 		$0 Buy
+24
New +$448 ﹤0.01% 661

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Financial Group's IBKR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Interactive Brokers (IBKR) in Q3 2023: 56 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IBKR as recently as Q1 2023.

Steward Financial Group first reported a position in IBKR in Q4 2022 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBKR as of Q3 2023.

  • Steward Financial Group held 56 shares of Interactive Brokers worth $1K as of Q3 2023.
  • Interactive Brokers was a new Steward Financial Group position in Q3 2023.
  • Interactive Brokers made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1168 holding.
  • Steward Financial Group first reported a position in Interactive Brokers in Q4 2022 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.