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Advisornet Financial’s Interactive Brokers IBKR Stock Holding History

Advisornet Financial’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 		$83.3K Sell
956
-31
-3% -$2.58K ﹤0.01% 937
2026
Q1 		$66.2K Buy
987
+670
+211% +$47.8K ﹤0.01% 954
2025
Q4 		$20.4K Hold
317
– – ﹤0.01% 1314
2025
Q3 		$21.8K Hold
317
– – ﹤0.01% 1270
2025
Q2 		$17.6K Buy
317
+1
+0.3% +$47 ﹤0.01% 1319
2025
Q1 		$13.1K Buy
316
+80
+34% +$3.96K ﹤0.01% 1333
2024
Q4 		$10.5K Sell
236
-192
-45% -$8.08K ﹤0.01% 1315
2024
Q3 		$14.9K Sell
428
-84
-16% -$2.6K ﹤0.01% 1306
2024
Q2 		$15.7K Sell
512
-116
-18% -$3.46K ﹤0.01% 1180
2024
Q1 		$17.5K Buy
628
+596
+1,863% +$14.8K ﹤0.01% 1118
2023
Q4 		$663 Buy
+32
New +$655 ﹤0.01% 2017
2023
Q3 		– Sell
-60
Closed -$1.25K – 2346
2023
Q2 		$1.25K Sell
60
-28
-32% -$552 ﹤0.01% 1831
2023
Q1 		$1.82K Buy
88
+4
+5% +$81 ﹤0.01% 1736
2022
Q4 		$1.52K Buy
84
+24
+40% +$448 ﹤0.01% 1725
2022
Q3 		$1K Buy
60
+20
+50% +$308 ﹤0.01% 1774
2022
Q2 		$1K Hold
40
– – ﹤0.01% 1802
2022
Q1 		$1K Buy
40
+20
+100% +$344 ﹤0.01% 1892
2021
Q4 		$0 Buy
+20
New +$372 ﹤0.01% 2085
2020
Q4 		– Sell
-400
Closed -$5K – 1738
2020
Q3 		$5K Hold
400
– – ﹤0.01% 1418
2020
Q2 		$4K Hold
400
– – ﹤0.01% 1484
2020
Q1 		$4K Hold
400
– – ﹤0.01% 1471
2019
Q4 		$5K Hold
400
– – ﹤0.01% 1538
2019
Q3 		$5K Hold
400
– – ﹤0.01% 1555
2019
Q2 		$5K Hold
400
– – ﹤0.01% 1388
2019
Q1 		$5K Buy
+400
New +$5.26K ﹤0.01% 1319

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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

Advisornet Financial's IBKR Position: Q2 2026 in Review

Advisornet Financial reduced its Interactive Brokers (IBKR) stake by 3.1% in Q2 2026, selling an estimated $2.58K and leaving 956 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Advisornet Financial first reported a position in IBKR in Q1 2019 and has held it in 25 quarters since. 232 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Advisornet Financial held 956 shares of Interactive Brokers worth $83.3K as of Q2 2026.
  • Advisornet Financial sold 31 Interactive Brokers shares in Q2 2026, an estimated $2.58K.
  • Interactive Brokers made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #937 holding.
  • Advisornet Financial first reported a position in Interactive Brokers in Q1 2019 and has held it in 25 quarters since.
  • 232 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.