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Severin Investments’s Interactive Brokers IBKR Stock Holding History

Severin Investments’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 		$767K Buy
8,813
+657
+8% +$54.7K 0.58% 53
2026
Q1 		$547K Sell
8,156
-73
-0.9% -$5.21K 0.47% 75
2025
Q4 		$529K Sell
8,229
-1,460
-15% -$97.7K 0.47% 80
2025
Q3 		$667K Sell
9,689
-1,181
-11% -$74.3K 0.59% 54
2025
Q2 		$602K Sell
10,870
-2,862
-21% -$136K 0.57% 57
2025
Q1 		$569K Sell
13,732
-620
-4% -$30.7K 0.57% 56
2024
Q4 		$634K Buy
+14,352
New +$604K 0.63% 44

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

Severin Investments's IBKR Position: Q2 2026 in Review

Severin Investments increased its Interactive Brokers (IBKR) stake by 8.1% in Q2 2026, buying an estimated $54.7K and bringing the position to 8,813 shares worth $767K. The position accounts for 0.58% of the portfolio, ranked #53.

Severin Investments first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,107 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Severin Investments held 8,813 shares of Interactive Brokers worth $767K as of Q2 2026.
  • Severin Investments bought 657 Interactive Brokers shares in Q2 2026, an estimated $54.7K.
  • Interactive Brokers made up 0.58% of Severin Investments's portfolio in Q2 2026, its #53 holding.
  • Severin Investments first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.