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Marshall Financial Group (Maryland)’s Interactive Brokers IBKR Stock Holding History

Marshall Financial Group (Maryland)’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 		$887K Buy
+10,196
New +$849K 0.13% 151

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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IBKR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Interactive Brokers (IBKR) in Q2 2026: 10,196 shares worth $887K. The stake represents 0.13% of the portfolio and ranks #151 among its holdings.

240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,196 shares of Interactive Brokers worth $887K as of Q2 2026.
  • Interactive Brokers was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Interactive Brokers made up 0.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #151 holding.
  • 240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.