CWA Asset Management Group’s Interactive Brokers IBKR Stock Holding History

CWA Asset Management 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	$10.7M	Buy	122,486 +487	+0.4%	+$40.5K	0.33%	62
2026 Q1	$8.18M	Sell	121,999 -4,003	-3%	-$286K	0.28%	85
2025 Q4	$8.1M	Sell	126,002 -4,290	-3%	-$287K	0.29%	75
2025 Q3	$8.97M	Buy	130,292 +38,181	+41%	+$2.4M	0.33%	62
2025 Q2	$5.1M	Sell	92,111 -3,937	-4%	-$187K	0.22%	105
2025 Q1	$3.98M	Sell	96,048 -10,148	-10%	-$503K	0.19%	118
2024 Q4	$4.69M	Sell	106,196 -6,592	-6%	-$278K	0.24%	90
2024 Q3	$3.93M	Buy	+112,788	New	+$3.49M	0.21%	100
2024 Q1	$3.26M	Buy	+116,648	New	+$2.9M	0.2%	107
2023 Q1	–	Sell	-14,400	Closed	-$260K	–	342
2022 Q4	$260K	Buy	+14,400	New	+$269K	0.02%	274

Other funds holding IBKR

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CWA Asset Management Group's IBKR Position: Q2 2026 in Review

CWA Asset Management Group increased its Interactive Brokers (IBKR) stake by 0.4% in Q2 2026, buying an estimated $40.5K and bringing the position to 122,486 shares worth $10.7M. The position accounts for 0.33% of the portfolio, ranked #62.

CWA Asset Management Group first reported a position in IBKR in Q4 2022 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

CWA Asset Management Group held 122,486 shares of Interactive Brokers worth $10.7M as of Q2 2026.
CWA Asset Management Group bought 487 Interactive Brokers shares in Q2 2026, an estimated $40.5K.
Interactive Brokers made up 0.33% of CWA Asset Management Group's portfolio in Q2 2026, its #62 holding.
CWA Asset Management Group first reported a position in Interactive Brokers in Q4 2022 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.