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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MOTCO's IBKR Position: Q2 2026 in Review

MOTCO opened a new position in Interactive Brokers (IBKR) in Q2 2026: 10 shares worth $870. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: MOTCO previously reported a position in IBKR as recently as Q4 2020.

MOTCO first reported a position in IBKR in Q4 2020 and has held it in 2 quarters since. The position peaked at $9K in Q4 2020. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • MOTCO held 10 shares of Interactive Brokers worth $870 as of Q2 2026.
  • Interactive Brokers was a new MOTCO position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #603 holding.
  • MOTCO first reported a position in Interactive Brokers in Q4 2020 and has held it in 2 quarters since.
  • MOTCO's Interactive Brokers position peaked at $9K in Q4 2020.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.