Massachusetts Financial Services’s Interactive Brokers IBKR Stock Holding History

Massachusetts Financial Services’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	$33.2M	Buy	380,922 +14,856	+4%	+$1.24M	0.01%	577
2026 Q1	$24.6M	Sell	366,066 -123,682	-25%	-$8.83M	0.01%	600
2025 Q4	$31.5M	Buy	489,748 +431,970	+748%	+$28.9M	0.01%	571
2025 Q3	$3.98M	Sell	57,778 -314	-0.5%	-$19.8K	﹤0.01%	727
2025 Q2	$3.22M	Buy	58,092 +288	+0.5%	+$13.7K	﹤0.01%	737
2025 Q1	$2.39M	Buy	57,804 +30,200	+109%	+$1.5M	﹤0.01%	739
2024 Q4	$1.22M	Buy	+27,604	New	+$1.16M	﹤0.01%	802
2016 Q1	–	Sell	-42,588	Closed	-$464K	–	850
2015 Q4	$464K	Sell	42,588 -384	-0.9%	-$4.01K	﹤0.01%	806
2015 Q3	$424K	Buy	+42,972	New	+$442K	﹤0.01%	834
2013 Q3	–	Sell	-109,840	Closed	-$439K	–	838
2013 Q2	$439K	Buy	+109,840	New	+$424K	﹤0.01%	773

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

Massachusetts Financial Services's IBKR Position: Q2 2026 in Review

Massachusetts Financial Services increased its Interactive Brokers (IBKR) stake by 4.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 380,922 shares worth $33.2M. The position accounts for 0.01% of the portfolio, ranked #577.

Massachusetts Financial Services first reported a position in IBKR in Q2 2013 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Massachusetts Financial Services held 380,922 shares of Interactive Brokers worth $33.2M as of Q2 2026.
Massachusetts Financial Services bought 14,856 Interactive Brokers shares in Q2 2026, an estimated $1.24M.
Interactive Brokers made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #577 holding.
Massachusetts Financial Services first reported a position in Interactive Brokers in Q2 2013 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.