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Prime Capital Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Prime Capital Investment Advisors’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
2025
Q4 		– Sell
-200
Closed -$265 – 1066
2025
Q3 		$265 Buy
+200
New +$12.6K ﹤0.01% 1022

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Prime Capital Investment Advisors's IBKR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Interactive Brokers (IBKR) stake by 0.16% in Q2 2026, selling an estimated $7.91K and leaving 57,585 shares worth $5.01M. The position accounts for 0.05% of the portfolio, ranked #234.

Prime Capital Investment Advisors first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Prime Capital Investment Advisors held 57,585 shares of Interactive Brokers worth $5.01M as of Q2 2026.
  • Prime Capital Investment Advisors sold 95 Interactive Brokers shares in Q2 2026, an estimated $7.91K.
  • Interactive Brokers made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Prime Capital Investment Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
  • 760 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.