Atticus Wealth Management’s Interactive Brokers IBKR Stock Holding History

Atticus Wealth Management’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	$420K	Buy	4,829 +60	+1%	+$4.99K	0.1%	124
2026 Q1	$320K	Buy	4,769 +4	+0.1%	+$286	0.09%	136
2025 Q4	$306K	Buy	4,765 +5	+0.1%	+$335	0.08%	154
2025 Q3	$328K	Buy	4,760 +2,304	+94%	+$145K	0.08%	154
2025 Q2	$136K	Buy	+2,456	New	+$117K	0.04%	213

Other funds holding IBKR

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

CCP

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Atticus Wealth Management's IBKR Position: Q2 2026 in Review

Atticus Wealth Management increased its Interactive Brokers (IBKR) stake by 1.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 4,829 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #124.

Atticus Wealth Management first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Atticus Wealth Management held 4,829 shares of Interactive Brokers worth $420K as of Q2 2026.
Atticus Wealth Management bought 60 Interactive Brokers shares in Q2 2026, an estimated $4.99K.
Interactive Brokers made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #124 holding.
Atticus Wealth Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.