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TruNorth Capital Management’s Interactive Brokers IBKR Stock Holding History

TruNorth Capital 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 		$598K Hold
6,867
– – 0.1% 63
2026
Q1 		$461K Sell
6,867
-97
-1% -$6.92K 0.09% 62
2025
Q4 		$448K Buy
6,964
+6,004
+625% +$402K 0.09% 66
2025
Q3 		$66.1K Buy
+960
New +$60.4K 0.01% 159

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

TruNorth Capital Management's IBKR Position: Q2 2026 in Review

TruNorth Capital Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 6,867 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #63.

TruNorth Capital Management first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • TruNorth Capital Management held 6,867 shares of Interactive Brokers worth $598K as of Q2 2026.
  • TruNorth Capital Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.1% of TruNorth Capital Management's portfolio in Q2 2026, its #63 holding.
  • TruNorth Capital Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.