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Curated Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Curated Wealth 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 		– Sell
-3,208
Closed -$215K – 862
2026
Q1 		$215K Hold
3,208
– – 0.03% 206
2025
Q4 		$206K Hold
3,208
– – 0.02% 197
2025
Q3 		$221K Buy
+3,208
New +$202K 0.03% 146

Other funds holding IBKR

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Curated Wealth Partners's IBKR Position: Q2 2026 in Review

Curated Wealth Partners sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 3,208 shares — an estimated $215K sold.

Curated Wealth Partners first reported a position in IBKR in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 283 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Curated Wealth Partners reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 3,208 Interactive Brokers shares in Q2 2026, an estimated $215K.
  • Curated Wealth Partners first reported a position in Interactive Brokers in Q3 2025 and held it in 3 quarters.
  • Curated Wealth Partners's Interactive Brokers position peaked at $221K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.