CSM Advisors’s Interactive Brokers IBKR Stock Holding History

CSM 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 Q2	–	Sell	-69,834	Closed	-$4.68M	–	422
2026 Q1	$4.68M	Buy	+69,834	New	+$4.98M	0.12%	204

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CSM Advisors's IBKR Position: Q2 2026 in Review

CSM Advisors sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 69,834 shares — an estimated $4.68M sold.

CSM Advisors first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $4.68M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

CSM Advisors reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
CSM Advisors sold 69,834 Interactive Brokers shares in Q2 2026, an estimated $4.68M.
CSM Advisors first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
CSM Advisors's Interactive Brokers position peaked at $4.68M in Q1 2026.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.