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Legato Capital Management’s Interactive Brokers IBKR Stock Holding History

Legato 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 		– Sell
-4,502
Closed -$302K – 762
2026
Q1 		$302K Hold
4,502
– – 0.03% 636
2025
Q4 		$290K Buy
+4,502
New +$301K 0.02% 680

Other funds holding IBKR

BlackRock
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Vanguard Capital Management
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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

Legato Capital Management's IBKR Position: Q2 2026 in Review

Legato Capital Management sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 4,502 shares — an estimated $302K sold.

Legato Capital Management first reported a position in IBKR in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Legato Capital Management reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Legato Capital Management sold 4,502 Interactive Brokers shares in Q2 2026, an estimated $302K.
  • Legato Capital Management first reported a position in Interactive Brokers in Q4 2025 and held it in 2 quarters.
  • Legato Capital Management's Interactive Brokers position peaked at $302K in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.