UM
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UniSuper Management’s Interactive Brokers IBKR Stock Holding History

UniSuper 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 		$8.42M Buy
96,770
+35,238
+57% +$2.93M 0.04% 218
2026
Q1 		$4.13M Buy
61,532
+14,066
+30% +$1M 0.03% 297
2025
Q4 		$3.05M Sell
47,466
-4,834
-9% -$324K 0.02% 366
2025
Q3 		$3.6M Buy
52,300
+44,700
+588% +$2.81M 0.02% 349
2025
Q2 		$421K Sell
7,600
-1,200
-14% -$56.9K ﹤0.01% 619
2025
Q1 		$364K Buy
+8,800
New +$436K ﹤0.01% 630

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

UniSuper Management's IBKR Position: Q2 2026 in Review

UniSuper Management increased its Interactive Brokers (IBKR) stake by 57% in Q2 2026, buying an estimated $2.93M and bringing the position to 96,770 shares worth $8.42M. The position accounts for 0.04% of the portfolio, ranked #218.

UniSuper Management first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • UniSuper Management held 96,770 shares of Interactive Brokers worth $8.42M as of Q2 2026.
  • UniSuper Management bought 35,238 Interactive Brokers shares in Q2 2026, an estimated $2.93M.
  • Interactive Brokers made up 0.04% of UniSuper Management's portfolio in Q2 2026, its #218 holding.
  • UniSuper Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.