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American Investment Services’s Interactive Brokers IBKR Stock Holding History

American Investment Services’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 		$870K Hold
10,000
– – 0.18% 76
2026
Q1 		$671K Buy
+10,000
New +$714K 0.15% 82

Other funds holding IBKR

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

American Investment Services's IBKR Position: Q2 2026 in Review

American Investment Services held its Interactive Brokers (IBKR) position steady in Q2 2026 at 10,000 shares worth $870K. The position accounts for 0.18% of the portfolio, ranked #76.

American Investment Services first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • American Investment Services held 10,000 shares of Interactive Brokers worth $870K as of Q2 2026.
  • American Investment Services left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.18% of American Investment Services's portfolio in Q2 2026, its #76 holding.
  • American Investment Services first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.