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Cookson Peirce & Co’s Interactive Brokers IBKR Stock Holding History

Cookson Peirce & Co’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 		$32.4M Buy
372,439
+3,171
+0.9% +$264K 1.07% 25
2026
Q1 		$24.8M Buy
+369,268
New +$26.4M 1.05% 30
2018
Q3 		– Sell
-763,520
Closed -$12.3M – 149
2018
Q2 		$12.3M Buy
763,520
+623,680
+446% +$11.3M 1.1% 37
2018
Q1 		$2.35M Buy
+139,840
New +$2.31M 0.21% 71

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Cookson Peirce & Co's IBKR Position: Q2 2026 in Review

Cookson Peirce & Co increased its Interactive Brokers (IBKR) stake by 0.86% in Q2 2026, buying an estimated $264K and bringing the position to 372,439 shares worth $32.4M. The position accounts for 1.07% of the portfolio, ranked #25.

Cookson Peirce & Co first reported a position in IBKR in Q1 2018 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cookson Peirce & Co held 372,439 shares of Interactive Brokers worth $32.4M as of Q2 2026.
  • Cookson Peirce & Co bought 3,171 Interactive Brokers shares in Q2 2026, an estimated $264K.
  • Interactive Brokers made up 1.07% of Cookson Peirce & Co's portfolio in Q2 2026, its #25 holding.
  • Cookson Peirce & Co first reported a position in Interactive Brokers in Q1 2018 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.