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Gillson Capital’s Interactive Brokers IBKR Stock Holding History

Gillson Capital’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 		$4.48M Buy
+51,500
New +$4.29M 0.26% 70
2023
Q4 		– Sell
-665,304
Closed -$14.4M – 81
2023
Q3 		$14.4M Buy
665,304
+293,496
+79% +$6.53M 1.07% 36
2023
Q2 		$7.72M Sell
371,808
-295,940
-44% -$5.84M 0.68% 51
2023
Q1 		$13.8M Buy
667,748
+351,696
+111% +$7.16M 1.14% 31
2022
Q4 		$5.72M Buy
+316,052
New +$5.9M 0.43% 56
2022
Q3 		– Sell
-266,488
Closed -$3.67M – 163
2022
Q2 		$3.67M Sell
266,488
-532,600
-67% -$7.91M 0.36% 65
2022
Q1 		$13.2M Buy
799,088
+724,100
+966% +$12.5M 1.05% 33
2021
Q4 		$1.49M Buy
+74,988
New +$1.4M 0.1% 129

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gillson Capital's IBKR Position: Q2 2026 in Review

Gillson Capital opened a new position in Interactive Brokers (IBKR) in Q2 2026: 51,500 shares worth $4.48M. The stake represents 0.26% of the portfolio and ranks #70 among its holdings. This is a return to the name: Gillson Capital previously reported a position in IBKR as recently as Q3 2023.

Gillson Capital first reported a position in IBKR in Q4 2021 and has held it in 8 quarters since. The position peaked at $14.4M in Q3 2023. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Gillson Capital held 51,500 shares of Interactive Brokers worth $4.48M as of Q2 2026.
  • Interactive Brokers was a new Gillson Capital position in Q2 2026.
  • Interactive Brokers made up 0.26% of Gillson Capital's portfolio in Q2 2026, its #70 holding.
  • Gillson Capital first reported a position in Interactive Brokers in Q4 2021 and has held it in 8 quarters since.
  • Gillson Capital's Interactive Brokers position peaked at $14.4M in Q3 2023.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.