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CONGRESS ASSET MANAGEMENT CO → IBKR
CONGRESS ASSET MANAGEMENT CO IBKR Position History
Interactive Brokers Group, Inc. • Financial Services
Quarters held
4
Latest value
$128.3M
Q3 2026
Peak value
$133M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q1 2026 | $65.2M |
| Q2 2026 | $133M |
| Q3 2026 | $128.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $128.3M | 1.50M | — | — |
| Q2 2026 | $133M | 1.53M | — | — |
| Q1 2026 | $65.2M | 971.5K | — | — |
| Q4 2025 | $6.7M | 103.6K | — | — |
Other funds holding IBKR
$1.7B
$1.7B
$1.3B
$725.9M
$693.1M