Eagle Strategies’s Interactive Brokers IBKR Stock Holding History

Eagle Strategies’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	$950K	Sell	10,911 -6,186	-36%	-$515K	0.09%	149
2026 Q1	$1.15M	Sell	17,097 -9,582	-36%	-$684K	0.14%	123
2025 Q4	$1.72M	Buy	26,679 +660	+3%	+$44.2K	0.22%	96
2025 Q3	$1.79M	Sell	26,019 -20,745	-44%	-$1.31M	0.24%	88
2025 Q2	$2.59M	Buy	46,764 +21,028	+82%	+$998K	0.39%	56
2025 Q1	$1.07M	Buy	+25,736	New	+$1.28M	0.19%	97

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

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Walleye Capital New York $28B AUM 44.22% 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

Eagle Strategies's IBKR Position: Q2 2026 in Review

Eagle Strategies reduced its Interactive Brokers (IBKR) stake by 36% in Q2 2026, selling an estimated $515K and leaving 10,911 shares worth $950K. The position accounts for 0.09% of the portfolio, ranked #149.

Eagle Strategies first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.59M in Q2 2025. 410 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Eagle Strategies held 10,911 shares of Interactive Brokers worth $950K as of Q2 2026.
Eagle Strategies sold 6,186 Interactive Brokers shares in Q2 2026, an estimated $515K.
Interactive Brokers made up 0.09% of Eagle Strategies's portfolio in Q2 2026, its #149 holding.
Eagle Strategies first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
Eagle Strategies's Interactive Brokers position peaked at $2.59M in Q2 2025.
410 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.