MTC
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Matrix Trust Company’s Interactive Brokers IBKR Stock Holding History

Matrix Trust Company’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 		$805K Sell
9,244
-49
-0.5% -$4.08K 0.12% 69
2026
Q1 		$623K Buy
+9,293
New +$663K 0.1% 68

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
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
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Matrix Trust Company's IBKR Position: Q2 2026 in Review

Matrix Trust Company reduced its Interactive Brokers (IBKR) stake by 0.53% in Q2 2026, selling an estimated $4.08K and leaving 9,244 shares worth $805K. The position accounts for 0.12% of the portfolio, ranked #69.

Matrix Trust Company first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Matrix Trust Company held 9,244 shares of Interactive Brokers worth $805K as of Q2 2026.
  • Matrix Trust Company sold 49 Interactive Brokers shares in Q2 2026, an estimated $4.08K.
  • Interactive Brokers made up 0.12% of Matrix Trust Company's portfolio in Q2 2026, its #69 holding.
  • Matrix Trust Company first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.