Alpine Woods Capital Investors’s Interactive Brokers IBKR Stock Holding History

Alpine Woods Capital Investors’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	$716K	Buy	+8,227	New	+$685K	0.16%	114

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

Alpine Woods Capital Investors's IBKR Position: Q2 2026 in Review

Alpine Woods Capital Investors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 8,227 shares worth $716K. The stake represents 0.16% of the portfolio and ranks #114 among its holdings.

1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Alpine Woods Capital Investors held 8,227 shares of Interactive Brokers worth $716K as of Q2 2026.
Interactive Brokers was a new Alpine Woods Capital Investors position in Q2 2026.
Interactive Brokers made up 0.16% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #114 holding.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.