ABLE Financial Group’s Interactive Brokers IBKR Stock Holding History

ABLE 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
2026 Q2	$564K	Sell	6,480 -1,380	-18%	-$115K	0.09%	134
2026 Q1	$527K	Buy	7,860 +1,380	+21%	+$98.5K	0.1%	131
2025 Q4	$417K	Sell	6,480 -1,603	-20%	-$107K	0.08%	140
2025 Q3	$556K	Buy	8,083 +1,603	+25%	+$101K	0.12%	119
2025 Q2	$359K	Sell	6,480 -1,808	-22%	-$85.8K	0.09%	142
2025 Q1	$343K	Buy	8,288 +1,808	+28%	+$89.6K	0.1%	138
2024 Q4	$286K	Sell	6,480 -2,368	-27%	-$99.7K	0.08%	152
2024 Q3	$308K	Buy	+8,848	New	+$274K	0.1%	144

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ABLE Financial Group's IBKR Position: Q2 2026 in Review

ABLE Financial Group reduced its Interactive Brokers (IBKR) stake by 18% in Q2 2026, selling an estimated $115K and leaving 6,480 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #134.

ABLE Financial Group first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

ABLE Financial Group held 6,480 shares of Interactive Brokers worth $564K as of Q2 2026.
ABLE Financial Group sold 1,380 Interactive Brokers shares in Q2 2026, an estimated $115K.
Interactive Brokers made up 0.09% of ABLE Financial Group's portfolio in Q2 2026, its #134 holding.
ABLE Financial Group first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.