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Anchor Investment Management’s Interactive Brokers IBKR Stock Holding History

Anchor Investment Management’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 		$235K Hold
2,702
– – 0.02% 364
2026
Q1 		$181K Hold
2,702
– – 0.02% 394
2025
Q4 		$174K Buy
2,702
+25
+0.9% +$1.67K 0.01% 405
2025
Q3 		$184K Buy
2,677
+125
+5% +$7.86K 0.02% 396
2025
Q2 		$141K Hold
2,552
– – 0.01% 423
2025
Q1 		$106K Hold
2,552
– – 0.01% 449
2024
Q4 		$113K Hold
2,552
– – 0.01% 446
2024
Q3 		$88.9K Buy
+2,552
New +$79K 0.01% 489

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

Anchor Investment Management's IBKR Position: Q2 2026 in Review

Anchor Investment Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 2,702 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #364.

Anchor Investment Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Anchor Investment Management held 2,702 shares of Interactive Brokers worth $235K as of Q2 2026.
  • Anchor Investment Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #364 holding.
  • Anchor Investment Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.