Jefferies Financial Group’s Interactive Brokers IBKR Stock Holding History

Jefferies Financial Group’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	$2.12M	Sell	24,405 -25,364	-51%	-$2.11M	0.01%	673
2026 Q1	$3.34M	Buy	49,769 +8,275	+20%	+$591K	0.02%	441
2025 Q4	$2.67M	Sell	41,494 -14,489	-26%	-$970K	0.01%	687
2025 Q3	$3.85M	Buy	55,983 +37,635	+205%	+$2.37M	0.02%	446
2025 Q2	$1.02M	Sell	18,348 -13,956	-43%	-$662K	0.01%	734
2025 Q1	$1.34M	Sell	32,304 -23,124	-42%	-$1.15M	0.01%	705
2024 Q4	$2.45M	Buy	55,428 +23,828	+75%	+$1M	0.01%	600
2024 Q3	$1.1M	Buy	31,600 +208	+0.7%	+$6.44K	0.01%	758
2024 Q2	$962K	Buy	31,392 +20,000	+176%	+$597K	0.01%	758
2024 Q1	$318K	Buy	+11,392	New	+$284K	﹤0.01%	1197
2023 Q4	–	Sell	-10,316	Closed	-$223K	–	1821
2023 Q3	$223K	Hold	10,316	–	–	﹤0.01%	1315
2023 Q2	$214K	Hold	10,316	–	–	﹤0.01%	1409
2023 Q1	$213K	Buy	+10,316	New	+$210K	﹤0.01%	1336

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's IBKR Position: Q2 2026 in Review

Jefferies Financial Group reduced its Interactive Brokers (IBKR) stake by 51% in Q2 2026, selling an estimated $2.11M and leaving 24,405 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #673.

Jefferies Financial Group first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Jefferies Financial Group held 24,405 shares of Interactive Brokers worth $2.12M as of Q2 2026.
Jefferies Financial Group sold 25,364 Interactive Brokers shares in Q2 2026, an estimated $2.11M.
Interactive Brokers made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #673 holding.
Jefferies Financial Group first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
Jefferies Financial Group's Interactive Brokers position peaked at $3.85M in Q3 2025.
1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.