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CX Institutional’s Interactive Brokers IBKR Stock Holding History

CX Institutional’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 		$4.88M Buy
56,042
+1,182
+2% +$98.4K 0.14% 157
2026
Q1 		$3.68M Buy
54,860
+54,248
+8,864% +$3.87M 0.11% 195
2025
Q4 		$39K Buy
+612
New +$41K ﹤0.01% 1010
2020
Q4 		– Sell
-108
Closed -$1K – 875
2020
Q3 		$1K Buy
108
+24
+29% +$299 ﹤0.01% 846
2020
Q2 		$1K Buy
+84
New +$878 ﹤0.01% 805

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CX Institutional's IBKR Position: Q2 2026 in Review

CX Institutional increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $98.4K and bringing the position to 56,042 shares worth $4.88M. The position accounts for 0.14% of the portfolio, ranked #157.

CX Institutional first reported a position in IBKR in Q2 2020 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • CX Institutional held 56,042 shares of Interactive Brokers worth $4.88M as of Q2 2026.
  • CX Institutional bought 1,182 Interactive Brokers shares in Q2 2026, an estimated $98.4K.
  • Interactive Brokers made up 0.14% of CX Institutional's portfolio in Q2 2026, its #157 holding.
  • CX Institutional first reported a position in Interactive Brokers in Q2 2020 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.