Cross Staff Investments’s Interactive Brokers IBKR Stock Holding History

Cross Staff Investments’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	$1.59M	Buy	18,311 +3	+0%	+$250	0.9%	28
2026 Q1	$1.23M	Buy	18,308 +702	+4%	+$50.1K	0.62%	32
2025 Q4	$1.13M	Buy	17,606 +2	+0%	+$134	0.62%	37
2025 Q3	$1.21M	Sell	17,604 -158,397	-90%	-$9.97M	0.85%	33
2025 Q2	$975K	Buy	176,001 +163,401	+1,297%	+$7.75M	0.72%	41
2025 Q1	$522K	Hold	12,600	–	–	0.39%	71
2024 Q4	$557K	Buy	12,600 +4,600	+58%	+$194K	0.39%	66
2024 Q3	$279K	Hold	8,000	–	–	0.22%	105
2024 Q2	$245K	Hold	8,000	–	–	0.2%	104
2024 Q1	$223K	Buy	+8,000	New	+$199K	0.19%	112

Other funds holding IBKR

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Cross Staff Investments's IBKR Position: Q2 2026 in Review

Cross Staff Investments increased its Interactive Brokers (IBKR) stake by 0.02% in Q2 2026, buying an estimated $250 and bringing the position to 18,311 shares worth $1.59M. The position accounts for 0.9% of the portfolio, ranked #28.

Cross Staff Investments first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Cross Staff Investments held 18,311 shares of Interactive Brokers worth $1.59M as of Q2 2026.
Cross Staff Investments bought 3 Interactive Brokers shares in Q2 2026, an estimated $250.
Interactive Brokers made up 0.9% of Cross Staff Investments's portfolio in Q2 2026, its #28 holding.
Cross Staff Investments first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.