TCW Group’s Interactive Brokers IBKR Stock Holding History

TCW 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	$6.89M	Buy	80,680 +4,038	+5%	+$370K	0.05%	157
2026 Q2	$6.67M	Buy	76,642 +8,402	+12%	+$699K	0.04%	180
2026 Q1	$4.58M	Buy	68,240 +8,704	+15%	+$621K	0.03%	192
2025 Q4	$3.83M	Buy	59,536 +8,322	+16%	+$557K	0.03%	204
2025 Q3	$3.52M	Sell	51,214 -20,531	-29%	-$1.29M	0.03%	164
2025 Q2	$3.98M	Sell	71,745 -4,375	-6%	-$208K	0.03%	199
2025 Q1	$3.15M	Sell	76,120 -23,464	-24%	-$1.16M	0.03%	211
2024 Q4	$4.4M	Buy	99,584 +6,060	+6%	+$255K	0.04%	193
2024 Q3	$3.26M	Sell	93,524 -8,248	-8%	-$255K	0.03%	216
2024 Q2	$3.12M	Buy	101,772 +48,096	+90%	+$1.44M	0.03%	222
2024 Q1	$1.5M	Buy	+53,676	New	+$1.34M	0.02%	268

Other funds holding IBKR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TCW Group's IBKR Position: Q3 2026 in Review

TCW Group increased its Interactive Brokers (IBKR) stake by 5.3% in Q3 2026, buying an estimated $370K and bringing the position to 80,680 shares worth $6.89M. The position accounts for 0.05% of the portfolio, ranked #157.

TCW Group first reported a position in IBKR in Q1 2024 and has held it in 11 quarters since. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

TCW Group held 80,680 shares of Interactive Brokers worth $6.89M as of Q3 2026.
TCW Group bought 4,038 Interactive Brokers shares in Q3 2026, an estimated $370K.
Interactive Brokers made up 0.05% of TCW Group's portfolio in Q3 2026, its #157 holding.
TCW Group first reported a position in Interactive Brokers in Q1 2024 and has held it in 11 quarters since.
653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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