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New York Life Investment Management’s Interactive Brokers IBKR Stock Holding History

New York Life Investment Management’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 		$5.41M Buy
62,198
+175
+0.3% +$14.6K 0.04% 336
2026
Q1 		$4.16M Buy
62,023
+801
+1% +$57.2K 0.04% 367
2025
Q4 		$3.94M Buy
61,222
+596
+1% +$39.9K 0.03% 362
2025
Q3 		$4.17M Buy
+60,626
New +$3.81M 0.04% 372

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New York Life Investment Management's IBKR Position: Q2 2026 in Review

New York Life Investment Management increased its Interactive Brokers (IBKR) stake by 0.28% in Q2 2026, buying an estimated $14.6K and bringing the position to 62,198 shares worth $5.41M. The position accounts for 0.04% of the portfolio, ranked #336.

New York Life Investment Management first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 837 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • New York Life Investment Management held 62,198 shares of Interactive Brokers worth $5.41M as of Q2 2026.
  • New York Life Investment Management bought 175 Interactive Brokers shares in Q2 2026, an estimated $14.6K.
  • Interactive Brokers made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #336 holding.
  • New York Life Investment Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 837 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.