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Cornerstone Planning Group’s Interactive Brokers IBKR Stock Holding History

Cornerstone Planning 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 		$16.8K Buy
180
+18
+11% +$1.5K ﹤0.01% 722
2026
Q1 		$13.5K Buy
162
+97
+149% +$6.92K ﹤0.01% 811
2025
Q4 		$4.91K Buy
65
+12
+23% +$803 ﹤0.01% 993
2025
Q3 		$3.63K Buy
53
+24
+83% +$1.51K ﹤0.01% 1029
2025
Q2 		$1.85K Buy
29
+13
+81% +$617 ﹤0.01% 967
2025
Q1 		$647 Buy
+16
New +$793 ﹤0.01% 1226

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cornerstone Planning Group's IBKR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Interactive Brokers (IBKR) stake by 11% in Q2 2026, buying an estimated $1.5K and bringing the position to 180 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Cornerstone Planning Group first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 641 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cornerstone Planning Group held 180 shares of Interactive Brokers worth $16.8K as of Q2 2026.
  • Cornerstone Planning Group bought 18 Interactive Brokers shares in Q2 2026, an estimated $1.5K.
  • Interactive Brokers made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #722 holding.
  • Cornerstone Planning Group first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 641 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.