Impact Capital Partners’s Interactive Brokers IBKR Stock Holding History

Impact Capital Partners’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	$631K	Sell	7,244 -6,874	-49%	-$572K	0.17%	117
2026 Q1	$947K	Sell	14,118 -1,632	-10%	-$116K	0.29%	79
2025 Q4	$1.01M	Sell	15,750 -316	-2%	-$21.2K	0.3%	70
2025 Q3	$1.11M	Sell	16,066 -761	-5%	-$47.9K	0.33%	66
2025 Q2	$932K	Sell	16,827 -4,213	-20%	-$200K	0.31%	74
2025 Q1	$871K	Sell	21,040 -120	-0.6%	-$5.95K	0.32%	78
2024 Q4	$935K	Buy	+21,160	New	+$891K	0.33%	75

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) 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

Impact Capital Partners's IBKR Position: Q2 2026 in Review

Impact Capital Partners reduced its Interactive Brokers (IBKR) stake by 49% in Q2 2026, selling an estimated $572K and leaving 7,244 shares worth $631K. The position accounts for 0.17% of the portfolio, ranked #117.

Impact Capital Partners first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q3 2025. 216 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Impact Capital Partners held 7,244 shares of Interactive Brokers worth $631K as of Q2 2026.
Impact Capital Partners sold 6,874 Interactive Brokers shares in Q2 2026, an estimated $572K.
Interactive Brokers made up 0.17% of Impact Capital Partners's portfolio in Q2 2026, its #117 holding.
Impact Capital Partners first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Interactive Brokers position peaked at $1.11M in Q3 2025.
216 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.