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Ancora Advisors’s Interactive Brokers IBKR Stock Holding History

Ancora Advisors’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 		$10.4K Sell
120
-478
-80% -$39.8K ﹤0.01% 1465
2026
Q1 		$40.1K Buy
598
+297
+99% +$21.2K ﹤0.01% 1239
2025
Q4 		$19.4K Buy
301
+181
+151% +$12.1K ﹤0.01% 1574
2025
Q3 		$8.26K Hold
120
– – ﹤0.01% 1418
2025
Q2 		$6.65K Hold
120
– – ﹤0.01% 1445
2025
Q1 		$4.97K Hold
120
– – ﹤0.01% 1430
2024
Q4 		$5.3K Hold
120
– – ﹤0.01% 1454
2024
Q3 		$4.18K Hold
120
– – ﹤0.01% 1476
2024
Q2 		$3.68K Hold
120
– – ﹤0.01% 1490
2024
Q1 		$3.35K Buy
+120
New +$2.99K ﹤0.01% 1499

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

Ancora Advisors's IBKR Position: Q2 2026 in Review

Ancora Advisors reduced its Interactive Brokers (IBKR) stake by 80% in Q2 2026, selling an estimated $39.8K and leaving 120 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Ancora Advisors first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.1K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Ancora Advisors held 120 shares of Interactive Brokers worth $10.4K as of Q2 2026.
  • Ancora Advisors sold 478 Interactive Brokers shares in Q2 2026, an estimated $39.8K.
  • Interactive Brokers made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1465 holding.
  • Ancora Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • Ancora Advisors's Interactive Brokers position peaked at $40.1K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.