Capstone Investment Advisors
IBKR icon

Capstone Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Capstone Investment 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 		$296K Buy
+3,400
New +$283K ﹤0.01% 1463

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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 $2.74B 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

Capstone Investment Advisors's IBKR Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 7,581 shares worth $660K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in IBKR as recently as Q4 2025.

Capstone Investment Advisors first reported a position in IBKR in Q4 2016 and has held it in 9 quarters since. The position peaked at $4.68M in Q2 2021. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Capstone Investment Advisors held 7,581 shares of Interactive Brokers worth $660K as of Q2 2026.
  • Interactive Brokers was a new Capstone Investment Advisors position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1119 holding.
  • Capstone Investment Advisors first reported a position in Interactive Brokers in Q4 2016 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Interactive Brokers position peaked at $4.68M in Q2 2021.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.