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Straightline Group’s Interactive Brokers IBKR Stock Holding History

Straightline 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 		$1.29M Buy
14,821
+1,598
+12% +$133K 0.61% 11
2026
Q1 		$887K Sell
13,223
-717
-5% -$51.2K 0.44% 11
2025
Q4 		$1.08M Buy
13,940
+314
+2% +$21K 0.59% 10
2025
Q3 		$915K Buy
+13,626
New +$857K 0.53% 9
2025
Q1 		– Sell
-12,868
Closed -$568K – 30
2024
Q4 		$568K Buy
+12,868
New +$542K 0.37% 14

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

Straightline Group's IBKR Position: Q2 2026 in Review

Straightline Group increased its Interactive Brokers (IBKR) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 14,821 shares worth $1.29M. The position accounts for 0.61% of the portfolio, ranked #11.

Straightline Group first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Straightline Group held 14,821 shares of Interactive Brokers worth $1.29M as of Q2 2026.
  • Straightline Group bought 1,598 Interactive Brokers shares in Q2 2026, an estimated $133K.
  • Interactive Brokers made up 0.61% of Straightline Group's portfolio in Q2 2026, its #11 holding.
  • Straightline Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Straightline Group's 13F filing for Q2 2026, filed 14 Aug 2026.