Convergence Investment Partners’s Interactive Brokers IBKR Stock Holding History

Convergence Investment Partners’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	$4.17M	Buy	47,879 +17,831	+59%	+$1.48M	0.4%	96
2026 Q1	$2.02M	Sell	30,048 -4,859	-14%	-$347K	0.33%	107
2025 Q4	$2.24M	Sell	34,907 -953	-3%	-$63.8K	0.45%	64
2025 Q3	$2.47M	Buy	+35,860	New	+$2.26M	0.55%	47
2023 Q2	–	Sell	-12,244	Closed	-$253K	–	178
2023 Q1	$253K	Buy	12,244 +4,520	+59%	+$92K	0.15%	145
2022 Q4	$140K	Buy	+7,724	New	+$144K	0.08%	188
2021 Q1	–	Sell	-15,872	Closed	-$242K	–	259
2020 Q4	$242K	Sell	15,872 -70,152	-82%	-$929K	0.12%	154
2020 Q3	$1.04M	Buy	+86,024	New	+$1.07M	0.36%	102
2019 Q1	–	Sell	-36,148	Closed	-$494K	–	340
2018 Q4	$494K	Buy	+36,148	New	+$482K	0.11%	187
2018 Q2	–	Sell	-516	Closed	-$9K	–	583
2018 Q1	$9K	Buy	+516	New	+$8.54K	﹤0.01%	715

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Convergence Investment Partners's IBKR Position: Q2 2026 in Review

Convergence Investment Partners increased its Interactive Brokers (IBKR) stake by 59% in Q2 2026, buying an estimated $1.48M and bringing the position to 47,879 shares worth $4.17M. The position accounts for 0.4% of the portfolio, ranked #96.

Convergence Investment Partners first reported a position in IBKR in Q1 2018 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Convergence Investment Partners held 47,879 shares of Interactive Brokers worth $4.17M as of Q2 2026.
Convergence Investment Partners bought 17,831 Interactive Brokers shares in Q2 2026, an estimated $1.48M.
Interactive Brokers made up 0.4% of Convergence Investment Partners's portfolio in Q2 2026, its #96 holding.
Convergence Investment Partners first reported a position in Interactive Brokers in Q1 2018 and has held it in 10 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.