LRI Investments’s Interactive Brokers IBKR Stock Holding History

LRI Investments’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	$107K	Buy	1,226 +92	+8%	+$7.66K	0.01%	438
2026 Q1	$76.1K	Sell	1,134 -2,362	-68%	-$169K	0.01%	457
2025 Q4	$225K	Buy	3,496 +236	+7%	+$15.8K	0.02%	262
2025 Q3	$224K	Sell	3,260 -893	-22%	-$56.2K	0.02%	273
2025 Q2	$230K	Buy	4,153 +657	+19%	+$31.2K	0.02%	260
2025 Q1	$145K	Sell	3,496 -3,088	-47%	-$153K	0.01%	328
2024 Q4	$291K	Hold	6,584	–	–	0.03%	205
2024 Q3	$293K	Sell	6,584 -252	-4%	-$7.8K	0.03%	215
2024 Q2	$209K	Buy	+6,836	New	+$204K	0.02%	241

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

LRI Investments's IBKR Position: Q2 2026 in Review

LRI Investments increased its Interactive Brokers (IBKR) stake by 8.1% in Q2 2026, buying an estimated $7.66K and bringing the position to 1,226 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #438.

LRI Investments first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q3 2024. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

LRI Investments held 1,226 shares of Interactive Brokers worth $107K as of Q2 2026.
LRI Investments bought 92 Interactive Brokers shares in Q2 2026, an estimated $7.66K.
Interactive Brokers made up 0.01% of LRI Investments's portfolio in Q2 2026, its #438 holding.
LRI Investments first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Interactive Brokers position peaked at $293K in Q3 2024.
574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.