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Everpar Advisors’s Interactive Brokers IBKR Stock Holding History

Everpar Advisors’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 		$785K Sell
9,021
-718
-7% -$59.8K 0.22% 95
2026
Q1 		$653K Sell
9,739
-578
-6% -$41.3K 0.22% 93
2025
Q4 		$663K Sell
10,317
-5,579
-35% -$373K 0.25% 84
2025
Q3 		$1.09M Buy
15,896
+308
+2% +$19.4K 0.43% 47
2025
Q2 		$864K Sell
15,588
-3,200
-17% -$152K 0.39% 47
2025
Q1 		$778K Sell
18,788
-2,392
-11% -$119K 0.41% 50
2024
Q4 		$935K Buy
21,180
+768
+4% +$32.3K 0.47% 41
2024
Q3 		$711K Sell
20,412
-896
-4% -$27.7K 0.37% 65
2024
Q2 		$653K Buy
21,308
+2,544
+14% +$75.9K 0.33% 79
2024
Q1 		$524K Sell
18,764
-7,676
-29% -$191K 0.32% 94
2023
Q4 		$548K Buy
+26,440
New +$541K 0.26% 141

Other funds holding IBKR

Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Everpar Advisors's IBKR Position: Q2 2026 in Review

Everpar Advisors reduced its Interactive Brokers (IBKR) stake by 7.4% in Q2 2026, selling an estimated $59.8K and leaving 9,021 shares worth $785K. The position accounts for 0.22% of the portfolio, ranked #95.

Everpar Advisors first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Everpar Advisors held 9,021 shares of Interactive Brokers worth $785K as of Q2 2026.
  • Everpar Advisors sold 718 Interactive Brokers shares in Q2 2026, an estimated $59.8K.
  • Interactive Brokers made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #95 holding.
  • Everpar Advisors first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Interactive Brokers position peaked at $1.09M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.