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Lebenthal Global Advisors’s Interactive Brokers IBKR Stock Holding History

Lebenthal Global Advisors’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
-6,713
Closed -$450K – 211
2026
Q1 		$450K Sell
6,713
-10,240
-60% -$731K 0.07% 161
2025
Q4 		$1.09M Sell
16,953
-646
-4% -$43.2K 0.17% 91
2025
Q3 		$1.21M Sell
17,599
-211
-1% -$13.3K 0.21% 79
2025
Q2 		$987K Sell
17,810
-606
-3% -$28.8K 0.18% 80
2025
Q1 		$762K Sell
18,416
-10,332
-36% -$512K 0.14% 96
2024
Q4 		$1.27M Buy
28,748
+312
+1% +$13.1K 0.23% 68
2024
Q3 		$991K Buy
28,436
+224
+0.8% +$6.94K 0.2% 78
2024
Q2 		$865K Sell
28,212
-1,372
-5% -$40.9K 0.19% 76
2024
Q1 		$826K Buy
29,584
+76
+0.3% +$1.89K 0.18% 73
2023
Q4 		$612K Buy
+29,508
New +$604K 0.14% 94
2022
Q4 		– Sell
-18,248
Closed -$291K – 135
2022
Q3 		$291K Hold
18,248
– – 0.13% 91
2022
Q2 		$250K Buy
+18,248
New +$271K 0.12% 113

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

Lebenthal Global Advisors's IBKR Position: Q2 2026 in Review

Lebenthal Global Advisors sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 6,713 shares — an estimated $450K sold.

Lebenthal Global Advisors first reported a position in IBKR in Q2 2022 and held it in 12 quarters. The position peaked at $1.27M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Lebenthal Global Advisors reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Lebenthal Global Advisors sold 6,713 Interactive Brokers shares in Q2 2026, an estimated $450K.
  • Lebenthal Global Advisors first reported a position in Interactive Brokers in Q2 2022 and held it in 12 quarters.
  • Lebenthal Global Advisors's Interactive Brokers position peaked at $1.27M in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.