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Palisade Asset Management’s Interactive Brokers IBKR Stock Holding History

Palisade Asset 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 		$416K Hold
4,779
– – 0.04% 168
2026
Q1 		$321K Buy
+4,779
New +$341K 0.03% 168
2025
Q4 		– Sell
-216
Closed -$14.9K – 413
2025
Q3 		$14.9K Buy
+216
New +$13.6K ﹤0.01% 356

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
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
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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Palisade Asset Management's IBKR Position: Q2 2026 in Review

Palisade Asset Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 4,779 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #168.

Palisade Asset Management first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Palisade Asset Management held 4,779 shares of Interactive Brokers worth $416K as of Q2 2026.
  • Palisade Asset Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.04% of Palisade Asset Management's portfolio in Q2 2026, its #168 holding.
  • Palisade Asset Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.