Action Point Financial Planning’s Interactive Brokers IBKR Stock Holding History

Action Point Financial Planning’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	$11.9K	Buy	+143	New	+$11.9K	﹤0.01%	1376

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

Action Point Financial Planning's IBKR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Interactive Brokers (IBKR) in Q2 2026: 143 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings.

1,108 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Action Point Financial Planning held 143 shares of Interactive Brokers worth $11.9K as of Q2 2026.
Interactive Brokers was a new Action Point Financial Planning position in Q2 2026.
Interactive Brokers made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1376 holding.
1,108 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.