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Cumberland Partners’s Interactive Brokers IBKR Stock Holding History

Cumberland Partners’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 		$2.34M Buy
+26,880
New +$2.24M 0.15% 86
2025
Q4 		– Sell
-22,500
Closed -$1.55M – 180
2025
Q3 		$1.55M Buy
+22,500
New +$1.42M 0.1% 120
2024
Q4 		– Sell
-34,000
Closed -$1.18M – 184
2024
Q3 		$1.18M Buy
34,000
+8,000
+31% +$248K 0.08% 134
2024
Q2 		$797K Buy
+26,000
New +$776K 0.06% 141
2024
Q1 		– Sell
-130,000
Closed -$2.69M – 200
2023
Q4 		$2.69M Buy
130,000
+50,000
+63% +$1.02M 0.25% 73
2023
Q3 		$1.73M Buy
80,000
+14,000
+21% +$311K 0.17% 93
2023
Q2 		$1.37M Buy
66,000
+2,000
+3% +$39.5K 0.13% 108
2023
Q1 		$1.32M Sell
64,000
-6,000
-9% -$122K 0.13% 100
2022
Q4 		$1.27M Buy
70,000
+10,000
+17% +$187K 0.13% 90
2022
Q3 		$959K Buy
+60,000
New +$924K 0.1% 105
2021
Q4 		– Sell
-120,000
Closed -$1.87M – 186
2021
Q3 		$1.87M Buy
120,000
+6,000
+5% +$94.5K 0.15% 102
2021
Q2 		$1.87M Sell
114,000
-10,000
-8% -$173K 0.15% 98
2021
Q1 		$2.26M Sell
124,000
-6,000
-5% -$108K 0.19% 92
2020
Q4 		$1.98M Sell
130,000
-24,000
-16% -$318K 0.18% 89
2020
Q3 		$1.86M Sell
154,000
-16,000
-9% -$200K 0.19% 85
2020
Q2 		$1.77M Buy
170,000
+24,000
+16% +$251K 0.18% 90
2020
Q1 		$1.58M Buy
146,000
+4,800
+3% +$58K 0.19% 87
2019
Q4 		$1.65M Buy
141,200
+17,200
+14% +$202K 0.15% 92
2019
Q3 		$1.67M Buy
124,000
+16,000
+15% +$199K 0.16% 91
2019
Q2 		$1.46M Buy
108,000
+24,000
+29% +$325K 0.14% 95
2019
Q1 		$1.09M Buy
+84,000
New +$1.1M 0.11% 101

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

Cumberland Partners's IBKR Position: Q2 2026 in Review

Cumberland Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 26,880 shares worth $2.34M. The stake represents 0.15% of the portfolio and ranks #86 among its holdings. This is a return to the name: Cumberland Partners previously reported a position in IBKR as recently as Q3 2025.

Cumberland Partners first reported a position in IBKR in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.69M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cumberland Partners held 26,880 shares of Interactive Brokers worth $2.34M as of Q2 2026.
  • Interactive Brokers was a new Cumberland Partners position in Q2 2026.
  • Interactive Brokers made up 0.15% of Cumberland Partners's portfolio in Q2 2026, its #86 holding.
  • Cumberland Partners first reported a position in Interactive Brokers in Q1 2019 and has held it in 21 quarters since.
  • Cumberland Partners's Interactive Brokers position peaked at $2.69M in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.