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Congress Asset Management’s Interactive Brokers IBKR Stock Holding History

Congress Asset Management’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 		$133M Buy
1,527,739
+556,210
+57% +$46.3M 0.82% 36
2026
Q1 		$65.2M Buy
971,529
+867,934
+838% +$62M 0.47% 86
2025
Q4 		$6.66M Buy
+103,595
New +$6.94M 0.05% 219

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Congress Asset Management's IBKR Position: Q2 2026 in Review

Congress Asset Management increased its Interactive Brokers (IBKR) stake by 57% in Q2 2026, buying an estimated $46.3M and bringing the position to 1,527,739 shares worth $133M. The position accounts for 0.82% of the portfolio, ranked #36.

Congress Asset Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Congress Asset Management held 1,527,739 shares of Interactive Brokers worth $133M as of Q2 2026.
  • Congress Asset Management bought 556,210 Interactive Brokers shares in Q2 2026, an estimated $46.3M.
  • Interactive Brokers made up 0.82% of Congress Asset Management's portfolio in Q2 2026, its #36 holding.
  • Congress Asset Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.