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Allworth Financial’s Interactive Brokers IBKR Stock Holding History

Allworth 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 		$606K Buy
6,968
+988
+17% +$82.2K ﹤0.01% 904
2026
Q1 		$401K Sell
5,980
-1,104
-16% -$78.8K ﹤0.01% 1050
2025
Q4 		$456K Sell
7,084
-279
-4% -$18.7K ﹤0.01% 967
2025
Q3 		$507K Buy
7,363
+183
+3% +$11.5K ﹤0.01% 890
2025
Q2 		$398K Buy
7,180
+596
+9% +$28.3K ﹤0.01% 909
2025
Q1 		$278K Buy
6,584
+1,072
+19% +$53.1K ﹤0.01% 851
2024
Q4 		$289K Sell
5,512
-464
-8% -$19.5K ﹤0.01% 833
2024
Q3 		$208K Buy
5,976
+212
+4% +$6.57K ﹤0.01% 814
2024
Q2 		$174K Buy
5,764
+160
+3% +$4.77K ﹤0.01% 864
2024
Q1 		$157K Sell
5,604
-36
-0.6% -$896 ﹤0.01% 866
2023
Q4 		$117K Buy
5,640
+2,000
+55% +$40.9K ﹤0.01% 891
2023
Q3 		$78.7K Buy
3,640
+2,552
+235% +$56.8K ﹤0.01% 966
2023
Q2 		$22.6K Buy
1,088
+124
+13% +$2.45K ﹤0.01% 1464
2023
Q1 		$19.9K Buy
964
+796
+474% +$16.2K ﹤0.01% 1453
2022
Q4 		$3.04K Buy
168
+16
+11% +$299 ﹤0.01% 2078
2022
Q3 		$2K Buy
152
+32
+27% +$493 ﹤0.01% 2157
2022
Q2 		$2K Buy
120
+108
+900% +$1.6K ﹤0.01% 2000
2022
Q1 		$0 Hold
12
– – ﹤0.01% 2236
2021
Q4 		$0 Hold
12
– – ﹤0.01% 2030
2021
Q3 		$0 Buy
+12
New +$189 ﹤0.01% 1922

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's IBKR Position: Q2 2026 in Review

Allworth Financial increased its Interactive Brokers (IBKR) stake by 17% in Q2 2026, buying an estimated $82.2K and bringing the position to 6,968 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Allworth Financial first reported a position in IBKR in Q3 2021 and has held it in 20 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Allworth Financial held 6,968 shares of Interactive Brokers worth $606K as of Q2 2026.
  • Allworth Financial bought 988 Interactive Brokers shares in Q2 2026, an estimated $82.2K.
  • Interactive Brokers made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #904 holding.
  • Allworth Financial first reported a position in Interactive Brokers in Q3 2021 and has held it in 20 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.