Capital Analysts LLC’s Interactive Brokers IBKR Stock Holding History

Capital Analysts LLC’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	$25K	Sell	292 -43	-13%	-$3.58K	﹤0.01%	1115
2026 Q1	$22K	Sell	335 -112	-25%	-$7.99K	﹤0.01%	1112
2025 Q4	$29K	Sell	447 -17	-4%	-$1.14K	﹤0.01%	1029
2025 Q3	$31K	Hold	464	–	–	﹤0.01%	970
2025 Q2	$26K	Hold	464	–	–	﹤0.01%	947
2025 Q1	$19K	Hold	464	–	–	﹤0.01%	1011
2024 Q4	$20K	Hold	464	–	–	﹤0.01%	940
2024 Q3	$16K	Buy	+464	New	+$14.4K	﹤0.01%	939
2023 Q4	–	Sell	-44	Closed	-$1K	–	1160
2023 Q3	$1K	Buy	+44	New	+$979	﹤0.01%	1107

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

Capital Analysts LLC's IBKR Position: Q2 2026 in Review

Capital Analysts LLC reduced its Interactive Brokers (IBKR) stake by 13% in Q2 2026, selling an estimated $3.58K and leaving 292 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Capital Analysts LLC first reported a position in IBKR in Q3 2023 and has held it in 9 quarters since. The position peaked at $31K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Capital Analysts LLC held 292 shares of Interactive Brokers worth $25K as of Q2 2026.
Capital Analysts LLC sold 43 Interactive Brokers shares in Q2 2026, an estimated $3.58K.
Interactive Brokers made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1115 holding.
Capital Analysts LLC first reported a position in Interactive Brokers in Q3 2023 and has held it in 9 quarters since.
Capital Analysts LLC's Interactive Brokers position peaked at $31K in Q3 2025.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.