Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Interactive Brokers IBKR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$17.3M Sell
198,689
-139,048
-41% -$11.6M 0.03% 452
2026
Q1 		$22.7M Sell
337,737
-8,604
-2% -$614K 0.04% 351
2025
Q4 		$22.3M Sell
346,341
-1,281
-0.4% -$85.8K 0.04% 368
2025
Q3 		$23.9M Buy
347,622
+61,152
+21% +$3.85M 0.04% 352
2025
Q2 		$15.9M Buy
286,470
+33,530
+13% +$1.59M 0.03% 438
2025
Q1 		$10.5M Buy
+252,940
New +$12.5M 0.02% 551

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Universal-Beteiligungs- und Servicegesellschaft's IBKR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Interactive Brokers (IBKR) stake by 41% in Q2 2026, selling an estimated $11.6M and leaving 198,689 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #452.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.9M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 198,689 shares of Interactive Brokers worth $17.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 139,048 Interactive Brokers shares in Q2 2026, an estimated $11.6M.
  • Interactive Brokers made up 0.03% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #452 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Interactive Brokers position peaked at $23.9M in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.