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Atlantic Private Wealth’s Interactive Brokers IBKR Stock Holding History

Atlantic Private Wealth’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 		$1.05K Hold
12
– – ﹤0.01% 234
2026
Q1 		$806 Hold
12
– – ﹤0.01% 247
2025
Q4 		$773 Buy
+12
New +$803 ﹤0.01% 278

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

Atlantic Private Wealth's IBKR Position: Q2 2026 in Review

Atlantic Private Wealth held its Interactive Brokers (IBKR) position steady in Q2 2026 at 12 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Atlantic Private Wealth first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Atlantic Private Wealth held 12 shares of Interactive Brokers worth $1.05K as of Q2 2026.
  • Atlantic Private Wealth left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #234 holding.
  • Atlantic Private Wealth first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.