MPPW
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Mitchell & Pahl Private Wealth’s Interactive Brokers IBKR Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.48M Sell
28,516
-63
-0.2% -$5.24K 0.91% 45
2026
Q1 		$1.92M Sell
28,579
-1,213
-4% -$86.6K 0.78% 54
2025
Q4 		$1.92M Sell
29,792
-1,220
-4% -$81.7K 0.8% 51
2025
Q3 		$2.13M Sell
31,012
-236
-0.8% -$14.8K 0.89% 45
2025
Q2 		$1.73M Buy
31,248
+1,336
+4% +$63.4K 0.76% 51
2025
Q1 		$1.24M Sell
29,912
-872
-3% -$43.2K 0.58% 65
2024
Q4 		$1.36M Buy
30,784
+452
+1% +$19K 0.64% 59
2024
Q3 		$1.06M Buy
30,332
+140
+0.5% +$4.33K 0.49% 75
2024
Q2 		$925K Sell
30,192
-652
-2% -$19.5K 0.49% 79
2024
Q1 		$861K Buy
30,844
+944
+3% +$23.5K 0.45% 83
2023
Q4 		$620K Buy
29,900
+448
+2% +$9.17K 0.35% 107
2023
Q3 		$637K Buy
29,452
+3,608
+14% +$80.3K 0.38% 98
2023
Q2 		$537K Buy
25,844
+820
+3% +$16.2K 0.32% 105
2023
Q1 		$516K Buy
25,024
+368
+1% +$7.49K 0.32% 104
2022
Q4 		$446K Buy
24,656
+1,156
+5% +$21.6K 0.29% 114
2022
Q3 		$375K Buy
23,500
+1,988
+9% +$30.6K 0.28% 115
2022
Q2 		$296K Buy
21,512
+4,412
+26% +$65.5K 0.21% 134
2022
Q1 		$282K Buy
17,100
+3,312
+24% +$57K 0.18% 142
2021
Q4 		$274K Buy
+13,788
New +$257K 0.18% 137

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

Mitchell & Pahl Private Wealth's IBKR Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Interactive Brokers (IBKR) stake by 0.22% in Q2 2026, selling an estimated $5.24K and leaving 28,516 shares worth $2.48M. The position accounts for 0.91% of the portfolio, ranked #45.

Mitchell & Pahl Private Wealth first reported a position in IBKR in Q4 2021 and has held it in 19 quarters since. 150 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 28,516 shares of Interactive Brokers worth $2.48M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 63 Interactive Brokers shares in Q2 2026, an estimated $5.24K.
  • Interactive Brokers made up 0.91% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Interactive Brokers in Q4 2021 and has held it in 19 quarters since.
  • 150 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.