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Brown, Lisle/Cummings’s Interactive Brokers IBKR Stock Holding History

Brown, Lisle/Cummings’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 		$15.9K Sell
183
-32
-15% -$2.66K ﹤0.01% 537
2026
Q1 		$14.4K Buy
+215
New +$15.3K ﹤0.01% 513

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown, Lisle/Cummings's IBKR Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Interactive Brokers (IBKR) stake by 15% in Q2 2026, selling an estimated $2.66K and leaving 183 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Brown, Lisle/Cummings first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Brown, Lisle/Cummings held 183 shares of Interactive Brokers worth $15.9K as of Q2 2026.
  • Brown, Lisle/Cummings sold 32 Interactive Brokers shares in Q2 2026, an estimated $2.66K.
  • Interactive Brokers made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #537 holding.
  • Brown, Lisle/Cummings first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.