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CVA Family Office’s Interactive Brokers IBKR Stock Holding History

CVA Family Office’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 		$347K Buy
3,986
+28
+0.7% +$2.33K 0.03% 244
2026
Q1 		$265K Buy
3,958
+178
+5% +$12.7K 0.03% 269
2025
Q4 		$243K Buy
3,780
+8
+0.2% +$536 0.03% 267
2025
Q3 		$260K Hold
3,772
– – 0.03% 248
2025
Q2 		$209K Buy
3,772
+136
+4% +$6.45K 0.03% 283
2025
Q1 		$151K Sell
3,636
-12
-0.3% -$595 0.02% 319
2024
Q4 		$161K Buy
3,648
+12
+0.3% +$505 0.03% 302
2024
Q3 		$127K Hold
3,636
– – 0.02% 333
2024
Q2 		$111K Buy
3,636
+16
+0.4% +$477 0.02% 334
2024
Q1 		$101K Hold
3,620
– – 0.02% 352
2023
Q4 		$75K Buy
+3,620
New +$74.1K 0.01% 383
2023
Q3 		– Sell
-3,956
Closed -$82.2K – 560
2023
Q2 		$82.2K Buy
3,956
+336
+9% +$6.63K 0.02% 344
2023
Q1 		$74.7K Hold
3,620
– – 0.02% 357
2022
Q4 		$65.5K Hold
3,620
– – 0.02% 359
2022
Q3 		$58K Buy
3,620
+80
+2% +$1.23K 0.02% 329
2022
Q2 		$49K Sell
3,540
-1,008
-22% -$15K 0.01% 374
2022
Q1 		$75K Hold
4,548
– – 0.02% 312
2021
Q4 		$90K Buy
+4,548
New +$84.6K 0.02% 258
2021
Q3 		– Sell
-3,928
Closed -$65K – 590
2021
Q2 		$65K Buy
3,928
+3,540
+912% +$61.2K 0.02% 315
2021
Q1 		$7K Buy
+388
New +$6.99K ﹤0.01% 571

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

CVA Family Office's IBKR Position: Q2 2026 in Review

CVA Family Office increased its Interactive Brokers (IBKR) stake by 0.71% in Q2 2026, buying an estimated $2.33K and bringing the position to 3,986 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #244.

CVA Family Office first reported a position in IBKR in Q1 2021 and has held it in 20 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • CVA Family Office held 3,986 shares of Interactive Brokers worth $347K as of Q2 2026.
  • CVA Family Office bought 28 Interactive Brokers shares in Q2 2026, an estimated $2.33K.
  • Interactive Brokers made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #244 holding.
  • CVA Family Office first reported a position in Interactive Brokers in Q1 2021 and has held it in 20 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.