CX Institutional
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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
Q3 		$508K Sell
5,944
-50,098
-89% -$4.58M 0.01% 467
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 $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CX Institutional's IBKR Position: Q3 2026 in Review

CX Institutional reduced its Interactive Brokers (IBKR) stake by 89% in Q3 2026, selling an estimated $4.58M and leaving 5,944 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #467.

CX Institutional first reported a position in IBKR in Q2 2020 and has held it in 6 quarters since. The position peaked at $4.88M in Q2 2026. 243 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • CX Institutional held 5,944 shares of Interactive Brokers worth $508K as of Q3 2026.
  • CX Institutional sold 50,098 Interactive Brokers shares in Q3 2026, an estimated $4.58M.
  • Interactive Brokers made up 0.01% of CX Institutional's portfolio in Q3 2026, its #467 holding.
  • CX Institutional first reported a position in Interactive Brokers in Q2 2020 and has held it in 6 quarters since.
  • CX Institutional's Interactive Brokers position peaked at $4.88M in Q2 2026.
  • 243 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.