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Evelyn Partners Group Ltd’s Interactive Brokers IBKR Stock Holding History

Evelyn Partners Group Ltd’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 		$13.9M Buy
+159,819
New +$13.3M 0.03% 75

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Bank of New York Mellon
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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

Evelyn Partners Group Ltd's IBKR Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Interactive Brokers (IBKR) in Q2 2026: 159,819 shares worth $13.9M. The stake represents 0.03% of the portfolio and ranks #75 among its holdings.

574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Evelyn Partners Group Ltd held 159,819 shares of Interactive Brokers worth $13.9M as of Q2 2026.
  • Interactive Brokers was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Interactive Brokers made up 0.03% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #75 holding.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.