Baird Financial Group’s Interactive Brokers IBKR Stock Holding History

Baird 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	$4.38M	Sell	50,337 -415	-0.8%	-$34.5K	0.01%	824
2026 Q1	$3.4M	Sell	50,752 -47,809	-49%	-$3.41M	0.01%	863
2025 Q4	$6.34M	Sell	98,561 -4,639	-4%	-$311K	0.01%	668
2025 Q3	$7.1M	Sell	103,200 -6,007	-6%	-$378K	0.01%	635
2025 Q2	$6.05M	Buy	109,207 +88,807	+435%	+$4.21M	0.01%	659
2025 Q1	$845K	Sell	20,400 -7,648	-27%	-$379K	﹤0.01%	1234
2024 Q4	$1.24M	Sell	28,048 -1,672	-6%	-$70.4K	﹤0.01%	1111
2024 Q3	$1.04M	Buy	29,720 +148	+0.5%	+$4.58K	﹤0.01%	1164
2024 Q2	$906K	Buy	29,572 +160	+0.5%	+$4.77K	﹤0.01%	1200
2024 Q1	$821K	Buy	+29,412	New	+$732K	﹤0.01%	1217

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Baird Financial Group reduced its Interactive Brokers (IBKR) stake by 0.82% in Q2 2026, selling an estimated $34.5K and leaving 50,337 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #824.

Baird Financial Group first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.1M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Baird Financial Group held 50,337 shares of Interactive Brokers worth $4.38M as of Q2 2026.
Baird Financial Group sold 415 Interactive Brokers shares in Q2 2026, an estimated $34.5K.
Interactive Brokers made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #824 holding.
Baird Financial Group first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
Baird Financial Group's Interactive Brokers position peaked at $7.1M in Q3 2025.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.