Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Interactive Brokers IBKR Stock Holding History

Cambridge Investment Research Advisors’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 		$1.6M Buy
18,400
+268
+1% +$22.3K ﹤0.01% 1862
2026
Q1 		$1.22M Buy
18,132
+611
+3% +$43.6K ﹤0.01% 1993
2025
Q4 		$1.13M Buy
17,521
+647
+4% +$43.3K ﹤0.01% 2003
2025
Q3 		$1.16M Buy
16,874
+861
+5% +$54.2K ﹤0.01% 1933
2025
Q2 		$887K Buy
16,013
+3,477
+28% +$165K ﹤0.01% 2046
2025
Q1 		$519K Buy
12,536
+248
+2% +$12.3K ﹤0.01% 2403
2024
Q4 		$543K Sell
12,288
-9,120
-43% -$384K ﹤0.01% 2361
2024
Q3 		$746K Buy
21,408
+7,916
+59% +$245K ﹤0.01% 2087
2024
Q2 		$414K Buy
13,492
+4,188
+45% +$125K ﹤0.01% 2447
2024
Q1 		$260K Buy
+9,304
New +$232K ﹤0.01% 2816
2023
Q4 		– Sell
-11,868
Closed -$257K – 3243
2023
Q3 		$257K Buy
+11,868
New +$264K ﹤0.01% 2616

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Cambridge Investment Research Advisors's IBKR Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Interactive Brokers (IBKR) stake by 1.5% in Q2 2026, buying an estimated $22.3K and bringing the position to 18,400 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Cambridge Investment Research Advisors first reported a position in IBKR in Q3 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,400 shares of Interactive Brokers worth $1.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 268 Interactive Brokers shares in Q2 2026, an estimated $22.3K.
  • Interactive Brokers made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1862 holding.
  • Cambridge Investment Research Advisors first reported a position in Interactive Brokers in Q3 2023 and has held it in 11 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.