VH
IBKR icon

Visionary Horizons’s Interactive Brokers IBKR Stock Holding History

Visionary Horizons’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 		$470K Sell
5,405
-3,821
-41% -$318K 0.2% 88
2026
Q1 		$619K Sell
9,226
-5,410
-37% -$386K 0.3% 64
2025
Q4 		$941K Buy
14,636
+836
+6% +$56K 0.49% 38
2025
Q3 		$950K Buy
13,800
+2,045
+17% +$129K 0.53% 30
2025
Q2 		$651K Buy
+11,755
New +$558K 0.41% 49

Other funds holding IBKR

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Visionary Horizons's IBKR Position: Q2 2026 in Review

Visionary Horizons reduced its Interactive Brokers (IBKR) stake by 41% in Q2 2026, selling an estimated $318K and leaving 5,405 shares worth $470K. The position accounts for 0.2% of the portfolio, ranked #88.

Visionary Horizons first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $950K in Q3 2025. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Visionary Horizons held 5,405 shares of Interactive Brokers worth $470K as of Q2 2026.
  • Visionary Horizons sold 3,821 Interactive Brokers shares in Q2 2026, an estimated $318K.
  • Interactive Brokers made up 0.2% of Visionary Horizons's portfolio in Q2 2026, its #88 holding.
  • Visionary Horizons first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • Visionary Horizons's Interactive Brokers position peaked at $950K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.