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Cornerstone Capital’s Interactive Brokers IBKR Stock Holding History

Cornerstone Capital’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 		$313K Hold
3,600
– – 0.03% 104
2026
Q1 		$241K Hold
3,600
– – 0.02% 108
2025
Q4 		$232K Hold
3,600
– – 0.02% 99
2025
Q3 		$248K Sell
3,600
-1,100
-23% -$69.2K 0.02% 95
2025
Q2 		$260K Buy
+4,700
New +$223K 0.03% 90
2025
Q1 		– Sell
-4,700
Closed -$208K – 101
2024
Q4 		$208K Buy
+4,700
New +$198K 0.02% 99

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

Cornerstone Capital's IBKR Position: Q2 2026 in Review

Cornerstone Capital held its Interactive Brokers (IBKR) position steady in Q2 2026 at 3,600 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #104.

Cornerstone Capital first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cornerstone Capital held 3,600 shares of Interactive Brokers worth $313K as of Q2 2026.
  • Cornerstone Capital left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.03% of Cornerstone Capital's portfolio in Q2 2026, its #104 holding.
  • Cornerstone Capital first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cornerstone Capital's 13F filing for Q2 2026, filed 3 Aug 2026.