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Aviso Financial’s Interactive Brokers IBKR Stock Holding History

Aviso Financial’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 		$1.59M Sell
18,293
-821
-4% -$68.3K 0.06% 109
2026
Q1 		$1.28M Sell
19,114
-2,939
-13% -$210K 0.05% 139
2025
Q4 		$1.42M Sell
22,053
-168
-0.8% -$11.2K 0.05% 127
2025
Q3 		$1.53M Sell
22,221
-3,184
-13% -$200K 0.06% 121
2025
Q2 		$1.41M Sell
25,405
-487
-2% -$23.1K 0.06% 126
2025
Q1 		$1.07M Sell
25,892
-7,360
-22% -$365K 0.05% 141
2024
Q4 		$1.47M Sell
33,252
-8,448
-20% -$356K 0.07% 117
2024
Q3 		$1.45M Sell
41,700
-1,780
-4% -$55.1K 0.07% 116
2024
Q2 		$1.33M Buy
+43,480
New +$1.3M 0.07% 110

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

Aviso Financial's IBKR Position: Q2 2026 in Review

Aviso Financial reduced its Interactive Brokers (IBKR) stake by 4.3% in Q2 2026, selling an estimated $68.3K and leaving 18,293 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #109.

Aviso Financial first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Aviso Financial held 18,293 shares of Interactive Brokers worth $1.59M as of Q2 2026.
  • Aviso Financial sold 821 Interactive Brokers shares in Q2 2026, an estimated $68.3K.
  • Interactive Brokers made up 0.06% of Aviso Financial's portfolio in Q2 2026, its #109 holding.
  • Aviso Financial first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.