CoreCap Advisors
IBKR icon

CoreCap Advisors’s Interactive Brokers IBKR Stock Holding History

CoreCap Advisors’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 		$44.8K Buy
524
+201
+62% +$18.4K ﹤0.01% 1458
2026
Q2 		$28.1K Sell
323
-144
-31% -$12K ﹤0.01% 1658
2026
Q1 		$31.3K Buy
467
+209
+81% +$14.9K ﹤0.01% 1501
2025
Q4 		$16.6K Buy
258
+13
+5% +$870 ﹤0.01% 1755
2025
Q3 		$16.9K Buy
245
+13
+6% +$818 ﹤0.01% 1736
2025
Q2 		$12.9K Buy
232
+24
+12% +$1.14K ﹤0.01% 1767
2025
Q1 		$8.61K Sell
208
-4
-2% -$198 ﹤0.01% 1884
2024
Q4 		$9.36K Buy
212
+100
+89% +$4.21K ﹤0.01% 1793
2024
Q3 		$3.9K Buy
112
+16
+17% +$495 ﹤0.01% 2032
2024
Q2 		$2.94K Buy
+96
New +$2.86K ﹤0.01% 1252

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CoreCap Advisors's IBKR Position: Q3 2026 in Review

CoreCap Advisors increased its Interactive Brokers (IBKR) stake by 62% in Q3 2026, buying an estimated $18.4K and bringing the position to 524 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

CoreCap Advisors first reported a position in IBKR in Q2 2024 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • CoreCap Advisors held 524 shares of Interactive Brokers worth $44.8K as of Q3 2026.
  • CoreCap Advisors bought 201 Interactive Brokers shares in Q3 2026, an estimated $18.4K.
  • Interactive Brokers made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1458 holding.
  • CoreCap Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 10 quarters since.
  • 243 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.