CIA
IBKR icon

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
Q1 		– Sell
-100
Closed -$6.43K – 1980
2025
Q4 		$6.43K Hold
100
– – ﹤0.01% 1773
2025
Q3 		$6.88K Buy
+100
New +$6.29K ﹤0.01% 1489

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 $3.38T 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 $2.75B AUM 36.11% 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

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. 1,119 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.
  • 1,119 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.