COOKSON PEIRCE & CO INC IBKR INTERACTIVE BROKERS GROUP IN

Ownership history in COOKSON PEIRCE & CO INC  ·  3 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported INTERACTIVE BROKERS GROUP IN (IBKR) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.05% in 2026 Q1. The latest visible filing shows IBKR at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKSON PEIRCE & CO INC's position in INTERACTIVE BROKERS GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBKR was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOKSON PEIRCE & CO INC held IBKR — position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 369,268 +178,388 +93.5% 1.05% $24.8M 2026-04-30 $79.50
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOKSON PEIRCE & CO INC and IBKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKSON PEIRCE & CO INC reported owning IBKR?

COOKSON PEIRCE & CO INC reported IBKR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IBKR position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for IBKR was 1.05% in 2026 Q1.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2026 Q1, when COOKSON PEIRCE & CO INC reported 369,268 shares, equal to 1.05% of portfolio, with an estimated market value of $24.8M.

What does the chart on this IBKR ownership page compare?

The chart compares COOKSON PEIRCE & CO INC's quarterly IBKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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