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TOBAM’s Interactive Brokers IBKR Stock Holding History

TOBAM’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 		$90K Sell
1,033
-109
-10% -$9.07K 0.02% 218
2026
Q1 		$77K Buy
1,142
+670
+142% +$47.8K 0.02% 204
2025
Q4 		$30K Buy
+472
New +$31.6K 0.01% 224
2024
Q2 		– Sell
-3,336
Closed -$93K – 352
2024
Q1 		$93K Buy
+3,336
New +$83.1K 0.01% 298

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

TOBAM's IBKR Position: Q2 2026 in Review

TOBAM reduced its Interactive Brokers (IBKR) stake by 9.5% in Q2 2026, selling an estimated $9.07K and leaving 1,033 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #218.

TOBAM first reported a position in IBKR in Q1 2024 and has held it in 4 quarters since. The position peaked at $93K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • TOBAM held 1,033 shares of Interactive Brokers worth $90K as of Q2 2026.
  • TOBAM sold 109 Interactive Brokers shares in Q2 2026, an estimated $9.07K.
  • Interactive Brokers made up 0.02% of TOBAM's portfolio in Q2 2026, its #218 holding.
  • TOBAM first reported a position in Interactive Brokers in Q1 2024 and has held it in 4 quarters since.
  • TOBAM's Interactive Brokers position peaked at $93K in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.