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Atlas Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Atlas 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 		$91.1K Buy
+1,047
New +$87.1K 0.01% 619
2023
Q4 		– Sell
-1,516
Closed -$32.8K – 905
2023
Q3 		$32.8K Hold
1,516
– – 0.01% 589
2023
Q2 		$31.5K Sell
1,516
-444
-23% -$8.76K ﹤0.01% 628
2023
Q1 		$40.5K Buy
+1,960
New +$39.9K 0.01% 590

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

Atlas Capital Advisors's IBKR Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 1,047 shares worth $91.1K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in IBKR as recently as Q3 2023.

Atlas Capital Advisors first reported a position in IBKR in Q1 2023 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Atlas Capital Advisors held 1,047 shares of Interactive Brokers worth $91.1K as of Q2 2026.
  • Interactive Brokers was a new Atlas Capital Advisors position in Q2 2026.
  • Interactive Brokers made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #619 holding.
  • Atlas Capital Advisors first reported a position in Interactive Brokers in Q1 2023 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.