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Pullen Investment Management’s Interactive Brokers IBKR Stock Holding History

Pullen 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 		$1.64M Sell
18,788
-335
-2% -$27.9K 0.76% 50
2026
Q1 		$1.28M Sell
19,123
-289
-1% -$20.6K 0.64% 63
2025
Q4 		$1.25M Sell
19,412
-336
-2% -$22.5K 0.66% 61
2025
Q3 		$1.36M Buy
19,748
+200
+1% +$12.6K 0.74% 55
2025
Q2 		$1.08M Sell
19,548
-44
-0.2% -$2.09K 0.65% 61
2025
Q1 		$811K Sell
19,592
-1,196
-6% -$59.3K 0.51% 75
2024
Q4 		$918K Sell
20,788
-1,544
-7% -$65K 0.6% 67
2024
Q3 		$778K Sell
22,332
-11,884
-35% -$368K 0.57% 65
2024
Q2 		$1.05M Sell
34,216
-1,468
-4% -$43.8K 0.87% 41
2024
Q1 		$997K Buy
+35,684
New +$889K 0.84% 42

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

Pullen Investment Management's IBKR Position: Q2 2026 in Review

Pullen Investment Management reduced its Interactive Brokers (IBKR) stake by 1.8% in Q2 2026, selling an estimated $27.9K and leaving 18,788 shares worth $1.64M. The position accounts for 0.76% of the portfolio, ranked #50.

Pullen Investment Management first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Pullen Investment Management held 18,788 shares of Interactive Brokers worth $1.64M as of Q2 2026.
  • Pullen Investment Management sold 335 Interactive Brokers shares in Q2 2026, an estimated $27.9K.
  • Interactive Brokers made up 0.76% of Pullen Investment Management's portfolio in Q2 2026, its #50 holding.
  • Pullen Investment Management first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.