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Atomi Financial Group’s Interactive Brokers IBKR Stock Holding History

Atomi Financial Group’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 		$2.04M Buy
23,429
+454
+2% +$37.8K 0.05% 261
2026
Q1 		$1.54M Sell
22,975
-1,870
-8% -$133K 0.05% 302
2025
Q4 		$1.6M Sell
24,845
-616
-2% -$41.2K 0.05% 275
2025
Q3 		$1.75M Sell
25,461
-59
-0.2% -$3.71K 0.06% 227
2025
Q2 		$1.41M Buy
25,520
+2,384
+10% +$113K 0.05% 251
2025
Q1 		$958K Buy
23,136
+248
+1% +$12.3K 0.04% 320
2024
Q4 		$1.01M Buy
22,888
+1,936
+9% +$81.5K 0.05% 266
2024
Q3 		$730K Buy
20,952
+244
+1% +$7.55K 0.05% 321
2024
Q2 		$635K Buy
20,708
+6,320
+44% +$189K 0.05% 318
2024
Q1 		$402K Buy
+14,388
New +$358K 0.04% 422

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

Atomi Financial Group's IBKR Position: Q2 2026 in Review

Atomi Financial Group increased its Interactive Brokers (IBKR) stake by 2% in Q2 2026, buying an estimated $37.8K and bringing the position to 23,429 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #261.

Atomi Financial Group first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Atomi Financial Group held 23,429 shares of Interactive Brokers worth $2.04M as of Q2 2026.
  • Atomi Financial Group bought 454 Interactive Brokers shares in Q2 2026, an estimated $37.8K.
  • Interactive Brokers made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #261 holding.
  • Atomi Financial Group first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.