Panagora Asset Management’s Interactive Brokers IBKR Stock Holding History

Panagora 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	$82.3M	Buy	945,321 +204,040	+28%	+$17M	0.25%	92
2026 Q1	$49.7M	Sell	741,281 -18,687	-2%	-$1.33M	0.19%	118
2025 Q4	$48.9M	Buy	759,968 +72,160	+10%	+$4.83M	0.17%	127
2025 Q3	$47.3M	Buy	687,808 +621,724	+941%	+$39.1M	0.19%	115
2025 Q2	$3.66M	Buy	66,084 +47,624	+258%	+$2.26M	0.02%	366
2025 Q1	$764K	Buy	18,460 +2,060	+13%	+$102K	﹤0.01%	716
2024 Q4	$724K	Sell	16,400 -1,400	-8%	-$58.9K	﹤0.01%	736
2024 Q3	$620K	Sell	17,800 -1,400	-7%	-$43.4K	﹤0.01%	868
2024 Q2	$588K	Buy	19,200 +10,400	+118%	+$310K	﹤0.01%	877
2024 Q1	$246K	Buy	+8,800	New	+$219K	﹤0.01%	1113
2021 Q3	–	Sell	-14,632	Closed	-$240K	–	2021
2021 Q2	$240K	Sell	14,632 -192	-1%	-$3.32K	﹤0.01%	1611
2021 Q1	$271K	Buy	14,824 +6,024	+68%	+$109K	﹤0.01%	1596
2020 Q4	$134K	Hold	8,800	–	–	﹤0.01%	1738
2020 Q3	$106K	Hold	8,800	–	–	﹤0.01%	1773
2020 Q2	$92K	Hold	8,800	–	–	﹤0.01%	1812
2020 Q1	$95K	Hold	8,800	–	–	﹤0.01%	1714
2019 Q4	$103K	Hold	8,800	–	–	﹤0.01%	1795
2019 Q3	$118K	Sell	8,800 -61,732	-88%	-$768K	﹤0.01%	1783
2019 Q2	$956K	Hold	70,532	–	–	﹤0.01%	1157
2019 Q1	$915K	Sell	70,532 -163,844	-70%	-$2.15M	﹤0.01%	1154
2018 Q4	$3.2M	Buy	234,376 +172,996	+282%	+$2.31M	0.01%	601
2018 Q3	$849K	Buy	61,380 +52,580	+598%	+$798K	﹤0.01%	1199
2018 Q2	$142K	Hold	8,800	–	–	﹤0.01%	1760
2018 Q1	$148K	Hold	8,800	–	–	﹤0.01%	1759
2017 Q4	$130K	Hold	8,800	–	–	﹤0.01%	1801
2017 Q3	$99K	Hold	8,800	–	–	﹤0.01%	1886
2017 Q2	$82K	Hold	8,800	–	–	﹤0.01%	1934
2017 Q1	$76K	Hold	8,800	–	–	﹤0.01%	1925
2016 Q4	$80K	Hold	8,800	–	–	﹤0.01%	2009
2016 Q3	$78K	Hold	8,800	–	–	﹤0.01%	2025
2016 Q2	$78K	Hold	8,800	–	–	﹤0.01%	1971
2016 Q1	$87K	Hold	8,800	–	–	﹤0.01%	1893
2015 Q4	$96K	Hold	8,800	–	–	﹤0.01%	1811
2015 Q3	$87K	Hold	8,800	–	–	﹤0.01%	1853
2015 Q2	$91K	Hold	8,800	–	–	﹤0.01%	1976
2015 Q1	$75K	Hold	8,800	–	–	﹤0.01%	1997
2014 Q4	$64K	Hold	8,800	–	–	﹤0.01%	1973
2014 Q3	$55K	Hold	8,800	–	–	﹤0.01%	1999
2014 Q2	$51K	Hold	8,800	–	–	﹤0.01%	2088
2014 Q1	$48K	Hold	8,800	–	–	﹤0.01%	2097
2013 Q4	$54K	Hold	8,800	–	–	﹤0.01%	1964
2013 Q3	$41K	Hold	8,800	–	–	﹤0.01%	2058
2013 Q2	$35K	Buy	+8,800	New	+$34K	﹤0.01%	2094

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Panagora Asset Management increased its Interactive Brokers (IBKR) stake by 28% in Q2 2026, buying an estimated $17M and bringing the position to 945,321 shares worth $82.3M. The position accounts for 0.25% of the portfolio, ranked #92.

Panagora Asset Management first reported a position in IBKR in Q2 2013 and has held it in 43 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Panagora Asset Management held 945,321 shares of Interactive Brokers worth $82.3M as of Q2 2026.
Panagora Asset Management bought 204,040 Interactive Brokers shares in Q2 2026, an estimated $17M.
Interactive Brokers made up 0.25% of Panagora Asset Management's portfolio in Q2 2026, its #92 holding.
Panagora Asset Management first reported a position in Interactive Brokers in Q2 2013 and has held it in 43 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.