Susquehanna Fundamental Investments’s Interactive Brokers IBKR Stock Holding History

Susquehanna Fundamental Investments’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	$11.3M	Buy	129,959 +69,435	+115%	+$5.78M	0.21%	130
2026 Q1	$4.06M	Buy	+60,524	New	+$4.32M	0.15%	144
2025 Q3	–	Sell	-10,800	Closed	-$598K	–	668
2025 Q2	$598K	Sell	10,800 -21,500	-67%	-$1.02M	0.02%	523
2025 Q1	$1.34M	Sell	32,300 -514,548	-94%	-$25.5M	0.02%	621
2024 Q4	$24.2M	Buy	+546,848	New	+$23M	0.35%	58
2024 Q2	$16.8M	Buy	546,848 +32,300	+6%	+$964K	0.39%	71
2024 Q1	$14.4M	Buy	514,548 +413,448	+409%	+$10.3M	0.67%	35
2023 Q4	$2.1M	Sell	101,100 -158,516	-61%	-$3.24M	2.12%	12
2023 Q3	$5.62M	Hold	259,616	–	–	0.37%	77
2023 Q2	$5.39M	Hold	259,616	–	–	0.2%	141
2023 Q1	$5.36M	Hold	259,616	–	–	0.12%	208
2022 Q4	$4.7M	Buy	+259,616	New	+$4.85M	0.08%	311

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

Susquehanna Fundamental Investments's IBKR Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Interactive Brokers (IBKR) stake by 115% in Q2 2026, buying an estimated $5.78M and bringing the position to 129,959 shares worth $11.3M. The position accounts for 0.21% of the portfolio, ranked #130.

Susquehanna Fundamental Investments first reported a position in IBKR in Q4 2022 and has held it in 12 quarters since. The position peaked at $24.2M in Q4 2024. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Susquehanna Fundamental Investments held 129,959 shares of Interactive Brokers worth $11.3M as of Q2 2026.
Susquehanna Fundamental Investments bought 69,435 Interactive Brokers shares in Q2 2026, an estimated $5.78M.
Interactive Brokers made up 0.21% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #130 holding.
Susquehanna Fundamental Investments first reported a position in Interactive Brokers in Q4 2022 and has held it in 12 quarters since.
Susquehanna Fundamental Investments's Interactive Brokers position peaked at $24.2M in Q4 2024.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.