InterCapital’s Interactive Brokers IBKR Stock Holding History

InterCapital’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	–	Sell	-13,000	Closed	-$872K	–	138
2026 Q1	$872K	Sell	13,000 -6,000	-32%	-$428K	0.29%	62
2025 Q4	$1.22M	Buy	+19,000	New	+$1.27M	0.43%	51

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

InterCapital's IBKR Position: Q2 2026 in Review

InterCapital sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 13,000 shares — an estimated $872K sold.

InterCapital first reported a position in IBKR in Q4 2025 and held it in 2 quarters. The position peaked at $1.22M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

InterCapital reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
InterCapital sold 13,000 Interactive Brokers shares in Q2 2026, an estimated $872K.
InterCapital first reported a position in Interactive Brokers in Q4 2025 and held it in 2 quarters.
InterCapital's Interactive Brokers position peaked at $1.22M in Q4 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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