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Yousif Capital Management’s Interactive Brokers IBKR Stock Holding History

Yousif Capital 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 		$3.53M Sell
40,562
-2,296
-5% -$191K 0.04% 425
2026
Q1 		$2.87M Sell
42,858
-1,935
-4% -$138K 0.03% 498
2025
Q4 		$3.2M Sell
44,793
-8,449
-16% -$566K 0.04% 486
2025
Q3 		$3.66M Sell
53,242
-94,410
-64% -$5.94M 0.04% 437
2025
Q2 		$8.18M Sell
147,652
-2,036
-1% -$96.6K 0.09% 210
2025
Q1 		$6.2M Sell
149,688
-3,328
-2% -$165K 0.07% 258
2024
Q4 		$6.76M Sell
153,016
-6,264
-4% -$264K 0.07% 234
2024
Q3 		$5.55M Sell
159,280
-19,964
-11% -$618K 0.06% 307
2024
Q2 		$5.49M Sell
179,244
-15,524
-8% -$463K 0.06% 298
2024
Q1 		$5.44M Sell
194,768
-4,372
-2% -$109K 0.06% 321
2023
Q4 		$4.13M Buy
199,140
+608
+0.3% +$12.4K 0.05% 398
2023
Q3 		$4.3M Sell
198,532
-3,260
-2% -$72.5K 0.05% 352
2023
Q2 		$4.19M Sell
201,792
-7,508
-4% -$148K 0.05% 378
2023
Q1 		$4.32M Sell
209,300
-340
-0.2% -$6.92K 0.06% 360
2022
Q4 		$3.79M Buy
209,640
+312
+0.1% +$5.83K 0.05% 420
2022
Q3 		$3.35M Buy
209,328
+14,180
+7% +$218K 0.05% 423
2022
Q2 		$2.68M Buy
195,148
+8,600
+5% +$128K 0.04% 603
2022
Q1 		$3.07M Buy
186,548
+224
+0.1% +$3.86K 0.03% 615
2021
Q4 		$3.7M Buy
+186,324
New +$3.47M 0.04% 542

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Yousif Capital Management's IBKR Position: Q2 2026 in Review

Yousif Capital Management reduced its Interactive Brokers (IBKR) stake by 5.4% in Q2 2026, selling an estimated $191K and leaving 40,562 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #425.

Yousif Capital Management first reported a position in IBKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.18M in Q2 2025. 207 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Yousif Capital Management held 40,562 shares of Interactive Brokers worth $3.53M as of Q2 2026.
  • Yousif Capital Management sold 2,296 Interactive Brokers shares in Q2 2026, an estimated $191K.
  • Interactive Brokers made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #425 holding.
  • Yousif Capital Management first reported a position in Interactive Brokers in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Interactive Brokers position peaked at $8.18M in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.