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Putney Financial Group’s Interactive Brokers IBKR Stock Holding History

Putney Financial Group’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 		$716K Sell
8,230
-160
-2% -$13.3K 0.65% 30
2026
Q1 		$563K Sell
8,390
-50
-0.6% -$3.57K 0.57% 34
2025
Q4 		$543K Hold
8,440
– – 0.51% 33
2025
Q3 		$581K Hold
8,440
– – 0.58% 27
2025
Q2 		$468K Sell
8,440
-388
-4% -$18.4K 0.47% 33
2025
Q1 		$365K Hold
8,828
– – 0.38% 43
2024
Q4 		$390K Buy
+8,828
New +$372K 0.35% 43

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

Putney Financial Group's IBKR Position: Q2 2026 in Review

Putney Financial Group reduced its Interactive Brokers (IBKR) stake by 1.9% in Q2 2026, selling an estimated $13.3K and leaving 8,230 shares worth $716K. The position accounts for 0.65% of the portfolio, ranked #30.

Putney Financial Group first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Putney Financial Group held 8,230 shares of Interactive Brokers worth $716K as of Q2 2026.
  • Putney Financial Group sold 160 Interactive Brokers shares in Q2 2026, an estimated $13.3K.
  • Interactive Brokers made up 0.65% of Putney Financial Group's portfolio in Q2 2026, its #30 holding.
  • Putney Financial Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 221 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.