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Mitsubishi UFJ Morgan Stanley Securities’s Interactive Brokers IBKR Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 		$66.3K Sell
762
-2,071
-73% -$172K 0.2% 101
2026
Q1 		$190K Buy
+2,833
New +$202K 0.47% 85

Other funds holding IBKR

Ninety One (UK)
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's IBKR Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Interactive Brokers (IBKR) stake by 73% in Q2 2026, selling an estimated $172K and leaving 762 shares worth $66.3K. The position accounts for 0.2% of the portfolio, ranked #101.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $190K in Q1 2026. 514 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mitsubishi UFJ Morgan Stanley Securities held 762 shares of Interactive Brokers worth $66.3K as of Q2 2026.
  • Mitsubishi UFJ Morgan Stanley Securities sold 2,071 Interactive Brokers shares in Q2 2026, an estimated $172K.
  • Interactive Brokers made up 0.2% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #101 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's Interactive Brokers position peaked at $190K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.