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Stony Point Capital’s Interactive Brokers IBKR Stock Holding History

Stony Point Capital’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 		$27.7M Buy
317,868
+10,158
+3% +$845K 1.8% 18
2026
Q1 		$20.6M Sell
307,710
-1,348
-0.4% -$96.2K 1.66% 19
2025
Q4 		$19.9M Buy
309,058
+7,764
+3% +$520K 1.46% 20
2025
Q3 		$20.7M Buy
301,294
+14,303
+5% +$900K 1.45% 18
2025
Q2 		$15.9M Sell
286,991
-424,609
-60% -$20.1M 1.2% 23
2025
Q1 		$29.5M Buy
711,600
+445,096
+167% +$22.1M 3.03% 13
2024
Q4 		$11.8M Hold
266,504
– – 2.42% 16
2024
Q3 		$9.28M Buy
266,504
+6,412
+2% +$199K 2.22% 23
2024
Q2 		$7.97M Buy
260,092
+166,904
+179% +$4.98M 2.05% 22
2024
Q1 		$2.6M Hold
93,188
– – 0.85% 25
2023
Q4 		$1.93M Sell
93,188
-596,640
-86% -$12.2M 0.64% 25
2023
Q3 		$14.9M Sell
689,828
-38,944
-5% -$866K 5.07% 5
2023
Q2 		$15.1M Buy
728,772
+28,192
+4% +$556K 4.91% 6
2023
Q1 		$14.5M Buy
700,580
+410,704
+142% +$8.36M 5.15% 3
2022
Q4 		$5.24M Buy
289,876
+15,960
+6% +$298K 1.86% 29
2022
Q3 		$4.38M Buy
+273,916
New +$4.22M 1.58% 36

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

Stony Point Capital's IBKR Position: Q2 2026 in Review

Stony Point Capital increased its Interactive Brokers (IBKR) stake by 3.3% in Q2 2026, buying an estimated $845K and bringing the position to 317,868 shares worth $27.7M. The position accounts for 1.8% of the portfolio, ranked #18.

Stony Point Capital first reported a position in IBKR in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.5M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Stony Point Capital held 317,868 shares of Interactive Brokers worth $27.7M as of Q2 2026.
  • Stony Point Capital bought 10,158 Interactive Brokers shares in Q2 2026, an estimated $845K.
  • Interactive Brokers made up 1.8% of Stony Point Capital's portfolio in Q2 2026, its #18 holding.
  • Stony Point Capital first reported a position in Interactive Brokers in Q3 2022 and has held it in 16 quarters since.
  • Stony Point Capital's Interactive Brokers position peaked at $29.5M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.