Straightline Group
IBKR icon

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
Q3 		$1.37M Buy
16,009
+1,188
+8% +$109K 0.99% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Straightline Group's IBKR Position: Q3 2026 in Review

Straightline Group increased its Interactive Brokers (IBKR) stake by 8% in Q3 2026, buying an estimated $109K and bringing the position to 16,009 shares worth $1.37M. The position accounts for 0.99% of the portfolio, ranked #9.

Straightline Group first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Straightline Group held 16,009 shares of Interactive Brokers worth $1.37M as of Q3 2026.
  • Straightline Group bought 1,188 Interactive Brokers shares in Q3 2026, an estimated $109K.
  • Interactive Brokers made up 0.99% of Straightline Group's portfolio in Q3 2026, its #9 holding.
  • Straightline Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Straightline Group's 13F filing for Q3 2026, filed 10 Nov 2026.