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Leuthold Group’s Interactive Brokers IBKR Stock Holding History

Leuthold 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 		$601K Hold
6,904
– – 0.06% 188
2026
Q1 		$463K Sell
6,904
-206
-3% -$14.7K 0.05% 177
2025
Q4 		$457K Buy
7,110
+10
+0.1% +$669 0.05% 163
2025
Q3 		$489K Hold
7,100
– – 0.05% 157
2025
Q2 		$393K Hold
7,100
– – 0.05% 173
2025
Q1 		$294K Sell
7,100
-240
-3% -$11.9K 0.04% 187
2024
Q4 		$324K Sell
7,340
-184
-2% -$7.75K 0.04% 176
2024
Q3 		$262K Sell
7,524
-120
-2% -$3.72K 0.03% 167
2024
Q2 		$234K Buy
+7,644
New +$228K 0.03% 168
2014
Q1 		– Sell
-1,139,668
Closed -$6.93M – 202
2013
Q4 		$6.93M Buy
1,139,668
+197,604
+21% +$1.1M 0.62% 54
2013
Q3 		$4.42M Sell
942,064
-47,792
-5% -$205K 0.41% 82
2013
Q2 		$3.95M Buy
+989,856
New +$3.82M 0.37% 86

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

Leuthold Group's IBKR Position: Q2 2026 in Review

Leuthold Group held its Interactive Brokers (IBKR) position steady in Q2 2026 at 6,904 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #188.

Leuthold Group first reported a position in IBKR in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.93M in Q4 2013. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Leuthold Group held 6,904 shares of Interactive Brokers worth $601K as of Q2 2026.
  • Leuthold Group left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.06% of Leuthold Group's portfolio in Q2 2026, its #188 holding.
  • Leuthold Group first reported a position in Interactive Brokers in Q2 2013 and has held it in 12 quarters since.
  • Leuthold Group's Interactive Brokers position peaked at $6.93M in Q4 2013.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.