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Annis Gardner Whiting Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-534
Closed -$35.8K – 759
2026
Q1 		$35.8K Buy
534
+456
+585% +$32.5K 0.01% 630
2025
Q4 		$5.02K Sell
78
-10
-11% -$669 ﹤0.01% 874
2025
Q3 		$6.06K Buy
88
+16
+22% +$1.01K ﹤0.01% 769
2025
Q2 		$3.99K Buy
+72
New +$3.42K ﹤0.01% 887

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

Annis Gardner Whiting Capital Advisors's IBKR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 534 shares — an estimated $35.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBKR in Q2 2025 and held it in 4 quarters. The position peaked at $35.8K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 534 Interactive Brokers shares in Q2 2026, an estimated $35.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Interactive Brokers in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Interactive Brokers position peaked at $35.8K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.