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Carnegie Investment Counsel’s Interactive Brokers IBKR Stock Holding History

Carnegie Investment Counsel’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 		$287K Hold
3,297
– – 0.01% 485
2026
Q1 		$221K Buy
+3,297
New +$235K ﹤0.01% 529

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

Carnegie Investment Counsel's IBKR Position: Q2 2026 in Review

Carnegie Investment Counsel held its Interactive Brokers (IBKR) position steady in Q2 2026 at 3,297 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #485.

Carnegie Investment Counsel first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Carnegie Investment Counsel held 3,297 shares of Interactive Brokers worth $287K as of Q2 2026.
  • Carnegie Investment Counsel left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #485 holding.
  • Carnegie Investment Counsel first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.