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Aspect Partners’s Interactive Brokers IBKR Stock Holding History

Aspect Partners’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 		– Sell
-26
Closed -$1.74K – 718
2026
Q1 		$1.74K Hold
26
– – ﹤0.01% 513
2025
Q4 		$1.67K Hold
26
– – ﹤0.01% 567
2025
Q3 		$1.79K Buy
+26
New +$1.64K ﹤0.01% 570

Other funds holding IBKR

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
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)
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

Aspect Partners's IBKR Position: Q2 2026 in Review

Aspect Partners sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 26 shares — an estimated $1.74K sold.

Aspect Partners first reported a position in IBKR in Q3 2025 and held it in 3 quarters. The position peaked at $1.79K in Q3 2025. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Aspect Partners reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 26 Interactive Brokers shares in Q2 2026, an estimated $1.74K.
  • Aspect Partners first reported a position in Interactive Brokers in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Interactive Brokers position peaked at $1.79K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.