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Gladstone Institutional Advisory’s Interactive Brokers IBKR Stock Holding History

Gladstone Institutional Advisory’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 		$2.94M Buy
33,723
+2,036
+6% +$169K 0.09% 225
2026
Q1 		$2.13M Buy
+31,687
New +$2.26M 0.08% 254
2022
Q2 		– Sell
-15,348
Closed -$253K – 688
2022
Q1 		$253K Buy
+15,348
New +$264K 0.02% 596

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Gladstone Institutional Advisory's IBKR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Interactive Brokers (IBKR) stake by 6.4% in Q2 2026, buying an estimated $169K and bringing the position to 33,723 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #225.

Gladstone Institutional Advisory first reported a position in IBKR in Q1 2022 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Gladstone Institutional Advisory held 33,723 shares of Interactive Brokers worth $2.94M as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,036 Interactive Brokers shares in Q2 2026, an estimated $169K.
  • Interactive Brokers made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #225 holding.
  • Gladstone Institutional Advisory first reported a position in Interactive Brokers in Q1 2022 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.