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MOTCO’s Interactive Brokers IBKR Stock Holding History

MOTCO’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
Q3 		$854 Hold
10
– – ﹤0.01% 652
2026
Q2 		$870 Buy
+10
New +$832 ﹤0.01% 603
2021
Q1 		– Sell
-580
Closed -$9K – 679
2020
Q4 		$9K Buy
+580
New +$7.68K ﹤0.01% 538

Other funds holding IBKR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MOTCO's IBKR Position: Q3 2026 in Review

MOTCO held its Interactive Brokers (IBKR) position steady in Q3 2026 at 10 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #652.

MOTCO first reported a position in IBKR in Q4 2020 and has held it in 3 quarters since. The position peaked at $9K in Q4 2020. 675 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • MOTCO held 10 shares of Interactive Brokers worth $854 as of Q3 2026.
  • MOTCO left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #652 holding.
  • MOTCO first reported a position in Interactive Brokers in Q4 2020 and has held it in 3 quarters since.
  • MOTCO's Interactive Brokers position peaked at $9K in Q4 2020.
  • 675 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.