Sterling Capital Management’s Interactive Brokers IBKR Stock Holding History

Sterling Capital 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	$1.31M	Buy	15,101 +13,784	+1,047%	+$1.15M	0.02%	467
2026 Q1	$88.3K	Sell	1,317 -376	-22%	-$26.8K	﹤0.01%	1431
2025 Q4	$109K	Sell	1,693 -738	-30%	-$49.4K	﹤0.01%	1497
2025 Q3	$167K	Buy	2,431 +20	+0.8%	+$1.26K	﹤0.01%	1375
2025 Q2	$134K	Sell	2,411 -21,061	-90%	-$999K	﹤0.01%	1316
2025 Q1	$972K	Sell	23,472 -1,552	-6%	-$76.9K	0.02%	624
2024 Q4	$1.11M	Buy	25,024 +8,884	+55%	+$374K	0.02%	609
2024 Q3	$562K	Buy	+16,140	New	+$500K	0.01%	800
2014 Q3	–	Sell	-299,568	Closed	-$1.74M	–	915
2014 Q2	$1.74M	Buy	299,568 +7,180	+2%	+$41.3K	0.02%	398
2014 Q1	$1.58M	Buy	292,388 +195,760	+203%	+$1.08M	0.01%	418
2013 Q4	$588K	Buy	96,628 +7,544	+8%	+$42.2K	0.01%	522
2013 Q3	$418K	Buy	89,084 +10,252	+13%	+$44K	﹤0.01%	455
2013 Q2	$315K	Buy	+78,832	New	+$304K	﹤0.01%	476

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

Sterling Capital Management's IBKR Position: Q2 2026 in Review

Sterling Capital Management increased its Interactive Brokers (IBKR) stake by 1,047% in Q2 2026, buying an estimated $1.15M and bringing the position to 15,101 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #467.

Sterling Capital Management first reported a position in IBKR in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2014. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sterling Capital Management held 15,101 shares of Interactive Brokers worth $1.31M as of Q2 2026.
Sterling Capital Management bought 13,784 Interactive Brokers shares in Q2 2026, an estimated $1.15M.
Interactive Brokers made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #467 holding.
Sterling Capital Management first reported a position in Interactive Brokers in Q2 2013 and has held it in 13 quarters since.
Sterling Capital Management's Interactive Brokers position peaked at $1.74M in Q2 2014.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.