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Concurrent Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Concurrent 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 		$2.1M Sell
24,085
-3,558
-13% -$296K 0.02% 704
2026
Q1 		$1.85M Buy
27,643
+3,608
+15% +$258K 0.02% 648
2025
Q4 		$1.55M Buy
24,035
+13,308
+124% +$891K 0.02% 658
2025
Q3 		$738K Sell
10,727
-3,941
-27% -$248K 0.01% 762
2025
Q2 		$813K Sell
14,668
-10,276
-41% -$488K 0.02% 664
2025
Q1 		$1.03M Buy
24,944
+16,200
+185% +$803K 0.03% 540
2024
Q4 		$386K Sell
8,744
-584
-6% -$24.6K 0.01% 748
2024
Q3 		$325K Sell
9,328
-472
-5% -$14.6K 0.01% 753
2024
Q2 		$300K Sell
9,800
-19,368
-66% -$578K 0.01% 737
2024
Q1 		$814K Buy
29,168
+564
+2% +$14K 0.03% 420
2023
Q4 		$593K Buy
+28,604
New +$585K 0.03% 461

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Interactive Brokers (IBKR) stake by 13% in Q2 2026, selling an estimated $296K and leaving 24,085 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #704.

Concurrent Investment Advisors first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Concurrent Investment Advisors held 24,085 shares of Interactive Brokers worth $2.1M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,558 Interactive Brokers shares in Q2 2026, an estimated $296K.
  • Interactive Brokers made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #704 holding.
  • Concurrent Investment Advisors first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • 382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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