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KG&L Capital Management’s Interactive Brokers IBKR Stock Holding History

KG&L Capital Management’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 		$619K Buy
7,113
+3,868
+119% +$322K 0.37% 74
2026
Q1 		$218K Sell
3,245
-252
-7% -$18K 0.16% 117
2025
Q4 		$225K Hold
3,497
– – 0.06% 204
2025
Q3 		$241K Sell
3,497
-767
-18% -$48.3K 0.06% 194
2025
Q2 		$236K Sell
4,264
-4,356
-51% -$207K 0.07% 174
2025
Q1 		$357K Sell
8,620
-1,080
-11% -$53.5K 0.12% 146
2024
Q4 		$428K Buy
9,700
+240
+3% +$10.1K 0.14% 135
2024
Q3 		$330K Buy
+9,460
New +$293K 0.11% 155

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

KG&L Capital Management's IBKR Position: Q2 2026 in Review

KG&L Capital Management increased its Interactive Brokers (IBKR) stake by 119% in Q2 2026, buying an estimated $322K and bringing the position to 7,113 shares worth $619K. The position accounts for 0.37% of the portfolio, ranked #74.

KG&L Capital Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • KG&L Capital Management held 7,113 shares of Interactive Brokers worth $619K as of Q2 2026.
  • KG&L Capital Management bought 3,868 Interactive Brokers shares in Q2 2026, an estimated $322K.
  • Interactive Brokers made up 0.37% of KG&L Capital Management's portfolio in Q2 2026, its #74 holding.
  • KG&L Capital Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.