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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
Q3 		$128M Sell
1,502,435
-25,304
-2% -$2.32M 0.83% 32
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

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Congress Asset Management's IBKR Position: Q3 2026 in Review

Congress Asset Management reduced its Interactive Brokers (IBKR) stake by 1.7% in Q3 2026, selling an estimated $2.32M and leaving 1,502,435 shares worth $128M. The position accounts for 0.83% of the portfolio, ranked #32.

Congress Asset Management first reported a position in IBKR in Q4 2025 and has held it in 4 quarters since. The position peaked at $133M in Q2 2026. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Congress Asset Management held 1,502,435 shares of Interactive Brokers worth $128M as of Q3 2026.
  • Congress Asset Management sold 25,304 Interactive Brokers shares in Q3 2026, an estimated $2.32M.
  • Interactive Brokers made up 0.83% of Congress Asset Management's portfolio in Q3 2026, its #32 holding.
  • Congress Asset Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 4 quarters since.
  • Congress Asset Management's Interactive Brokers position peaked at $133M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.