Kovitz Investment Group Partners
IBKR icon

Kovitz Investment Group Partners’s Interactive Brokers IBKR Stock Holding History

Kovitz Investment Group 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 		$211K Buy
+2,428
New +$202K ﹤0.01% 470
2025
Q4 		– Sell
-4,077
Closed -$281K – 841
2025
Q3 		$281K Buy
+4,077
New +$257K ﹤0.01% 1226

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Kovitz Investment Group Partners's IBKR Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,428 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in IBKR as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in IBKR in Q3 2025 and has held it in 2 quarters since. The position peaked at $281K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Kovitz Investment Group Partners held 2,428 shares of Interactive Brokers worth $211K as of Q2 2026.
  • Interactive Brokers was a new Kovitz Investment Group Partners position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #470 holding.
  • Kovitz Investment Group Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 2 quarters since.
  • Kovitz Investment Group Partners's Interactive Brokers position peaked at $281K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.