Yorktown Management & Research Company’s Interactive Brokers IBKR Stock Holding History

Yorktown Management & Research Company’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	$1.08M	Hold	12,400	–	–	0.66%	27
2026 Q1	$832K	Hold	12,400	–	–	0.7%	34
2025 Q4	$797K	Hold	12,400	–	–	0.64%	32
2025 Q3	$853K	Hold	12,400	–	–	0.68%	31
2025 Q2	$687K	Hold	12,400	–	–	0.66%	34
2025 Q1	$513K	Hold	12,400	–	–	0.56%	56
2024 Q4	$548K	Buy	+12,400	New	+$522K	0.53%	65
2023 Q4	–	Sell	-19,200	Closed	-$415K	–	215
2023 Q3	$415K	Buy	+19,200	New	+$427K	0.47%	71
2022 Q3	–	Sell	-29,000	Closed	-$399K	–	211
2022 Q2	$399K	Hold	29,000	–	–	0.51%	79
2022 Q1	$478K	Hold	29,000	–	–	0.41%	105
2021 Q4	$576K	Hold	29,000	–	–	0.39%	98
2021 Q3	$452K	Hold	29,000	–	–	0.34%	122
2021 Q2	$477K	Buy	+29,000	New	+$502K	0.37%	108
2019 Q4	–	Sell	-15,600	Closed	-$210K	–	299
2019 Q3	$210K	Hold	15,600	–	–	0.11%	277
2019 Q2	$211K	Hold	15,600	–	–	0.08%	275
2019 Q1	$202K	Buy	+15,600	New	+$205K	0.07%	300
2014 Q1	–	Sell	-40,000	Closed	-$243K	–	465
2013 Q4	$243K	Buy	+40,000	New	+$224K	0.05%	315

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Yorktown Management & Research Company's IBKR Position: Q2 2026 in Review

Yorktown Management & Research Company held its Interactive Brokers (IBKR) position steady in Q2 2026 at 12,400 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #27.

Yorktown Management & Research Company first reported a position in IBKR in Q4 2013 and has held it in 17 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Yorktown Management & Research Company held 12,400 shares of Interactive Brokers worth $1.08M as of Q2 2026.
Yorktown Management & Research Company left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up 0.66% of Yorktown Management & Research Company's portfolio in Q2 2026, its #27 holding.
Yorktown Management & Research Company first reported a position in Interactive Brokers in Q4 2013 and has held it in 17 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.