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Cooper Financial Group’s Interactive Brokers IBKR Stock Holding History

Cooper Financial Group’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 		$212K Buy
+2,440
New +$203K 0.02% 430
2025
Q2 		– Sell
-5,076
Closed -$210K – 390
2025
Q1 		$210K Sell
5,076
-2,156
-30% -$107K 0.03% 358
2024
Q4 		$319K Buy
7,232
+464
+7% +$19.5K 0.04% 304
2024
Q3 		$236K Buy
+6,768
New +$210K 0.03% 343

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

Cooper Financial Group's IBKR Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,440 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in IBKR as recently as Q1 2025.

Cooper Financial Group first reported a position in IBKR in Q3 2024 and has held it in 4 quarters since. The position peaked at $319K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cooper Financial Group held 2,440 shares of Interactive Brokers worth $212K as of Q2 2026.
  • Interactive Brokers was a new Cooper Financial Group position in Q2 2026.
  • Interactive Brokers made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #430 holding.
  • Cooper Financial Group first reported a position in Interactive Brokers in Q3 2024 and has held it in 4 quarters since.
  • Cooper Financial Group's Interactive Brokers position peaked at $319K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.