CAG
IBKR icon

Csenge Advisory Group’s Interactive Brokers IBKR Stock Holding History

Csenge Advisory 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 		$1.23M Sell
14,102
-5,735
-29% -$477K 0.05% 277
2026
Q1 		$1.33M Sell
19,837
-9,566
-33% -$683K 0.06% 248
2025
Q4 		$1.89M Buy
29,403
+11,725
+66% +$785K 0.09% 189
2025
Q3 		$1.22M Buy
+17,678
New +$1.11M 0.06% 252
2018
Q4 		– Sell
-56
Closed – – 759
2018
Q3 		$0 Buy
+56
New +$849 ﹤0.01% 1282

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

Csenge Advisory Group's IBKR Position: Q2 2026 in Review

Csenge Advisory Group reduced its Interactive Brokers (IBKR) stake by 29% in Q2 2026, selling an estimated $477K and leaving 14,102 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #277.

Csenge Advisory Group first reported a position in IBKR in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.89M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Csenge Advisory Group held 14,102 shares of Interactive Brokers worth $1.23M as of Q2 2026.
  • Csenge Advisory Group sold 5,735 Interactive Brokers shares in Q2 2026, an estimated $477K.
  • Interactive Brokers made up 0.05% of Csenge Advisory Group's portfolio in Q2 2026, its #277 holding.
  • Csenge Advisory Group first reported a position in Interactive Brokers in Q3 2018 and has held it in 5 quarters since.
  • Csenge Advisory Group's Interactive Brokers position peaked at $1.89M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.