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Studio Investment Management’s Interactive Brokers IBKR Stock Holding History

Studio Investment 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 		$789K Sell
9,064
-543
-6% -$45.2K 0.13% 99
2026
Q1 		$644K Sell
9,607
-148
-2% -$10.6K 0.12% 106
2025
Q4 		$627K Sell
9,755
-787
-7% -$52.7K 0.11% 109
2025
Q3 		$725K Sell
10,542
-790
-7% -$49.7K 0.14% 102
2025
Q2 		$628K Sell
11,332
-300
-3% -$14.2K 0.13% 108
2025
Q1 		$482K Sell
11,632
-1,260
-10% -$62.4K 0.1% 121
2024
Q4 		$569K Sell
12,892
-552
-4% -$23.2K 0.12% 104
2024
Q3 		$468K Sell
13,444
-164
-1% -$5.08K 0.1% 119
2024
Q2 		$417K Buy
13,608
+32
+0.2% +$955 0.09% 115
2024
Q1 		$379K Buy
13,576
+1,200
+10% +$29.9K 0.09% 118
2023
Q4 		$256K Sell
12,376
-2,436
-16% -$49.9K 0.07% 134
2023
Q3 		$321K Sell
14,812
-232
-2% -$5.16K 0.09% 119
2023
Q2 		$312K Buy
15,044
+1,084
+8% +$21.4K 0.09% 115
2023
Q1 		$288K Buy
+13,960
New +$284K 0.09% 111

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

Studio Investment Management's IBKR Position: Q2 2026 in Review

Studio Investment Management reduced its Interactive Brokers (IBKR) stake by 5.7% in Q2 2026, selling an estimated $45.2K and leaving 9,064 shares worth $789K. The position accounts for 0.13% of the portfolio, ranked #99.

Studio Investment Management first reported a position in IBKR in Q1 2023 and has held it in 14 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Studio Investment Management held 9,064 shares of Interactive Brokers worth $789K as of Q2 2026.
  • Studio Investment Management sold 543 Interactive Brokers shares in Q2 2026, an estimated $45.2K.
  • Interactive Brokers made up 0.13% of Studio Investment Management's portfolio in Q2 2026, its #99 holding.
  • Studio Investment Management first reported a position in Interactive Brokers in Q1 2023 and has held it in 14 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.