William B. Walkup & Associates’s Interactive Brokers IBKR Stock Holding History

William B. Walkup & Associates’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	$3.22K	Buy	+37	New	+$3.08K	﹤0.01%	175

Other funds holding IBKR

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

William B. Walkup & Associates's IBKR Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in Interactive Brokers (IBKR) in Q2 2026: 37 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #175 among its holdings.

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

William B. Walkup & Associates held 37 shares of Interactive Brokers worth $3.22K as of Q2 2026.
Interactive Brokers was a new William B. Walkup & Associates position in Q2 2026.
Interactive Brokers made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #175 holding.
382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.