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Axxcess Wealth Management’s Interactive Brokers IBKR Stock Holding History

Axxcess Wealth Management’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 		$1.06M Buy
12,180
+1,965
+19% +$164K 0.02% 516
2026
Q1 		$685K Buy
10,215
+3,261
+47% +$233K 0.02% 273
2025
Q4 		$447K Sell
6,954
-3,773
-35% -$253K 0.01% 728
2025
Q3 		$738K Buy
10,727
+2,774
+35% +$175K 0.02% 524
2025
Q2 		$441K Sell
7,953
-1,179
-13% -$55.9K 0.01% 626
2025
Q1 		$378K Sell
9,132
-700
-7% -$34.7K 0.01% 609
2024
Q4 		$434K Sell
9,832
-188
-2% -$7.92K 0.01% 578
2024
Q3 		$349K Sell
10,020
-124
-1% -$3.84K 0.01% 644
2024
Q2 		$311K Sell
10,144
-864
-8% -$25.8K 0.01% 639
2024
Q1 		$307K Sell
11,008
-1,308
-11% -$32.6K 0.01% 657
2023
Q4 		$255K Sell
12,316
-280
-2% -$5.73K 0.01% 702
2023
Q3 		$273K Sell
12,596
-2,520
-17% -$56.1K 0.01% 626
2023
Q2 		$314K Sell
15,116
-704
-4% -$13.9K 0.02% 441
2023
Q1 		$327K Hold
15,820
– – 0.02% 457
2022
Q4 		$286K Buy
15,820
+1,692
+12% +$31.6K 0.02% 457
2022
Q3 		$226K Buy
+14,128
New +$218K 0.02% 473
2022
Q2 		– Sell
-17,628
Closed -$290K – 594
2022
Q1 		$290K Sell
17,628
-11,868
-40% -$204K 0.02% 484
2021
Q4 		$586K Buy
+29,496
New +$549K 0.04% 322

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's IBKR Position: Q2 2026 in Review

Axxcess Wealth Management increased its Interactive Brokers (IBKR) stake by 19% in Q2 2026, buying an estimated $164K and bringing the position to 12,180 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #516.

Axxcess Wealth Management first reported a position in IBKR in Q4 2021 and has held it in 18 quarters since. 493 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Axxcess Wealth Management held 12,180 shares of Interactive Brokers worth $1.06M as of Q2 2026.
  • Axxcess Wealth Management bought 1,965 Interactive Brokers shares in Q2 2026, an estimated $164K.
  • Interactive Brokers made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #516 holding.
  • Axxcess Wealth Management first reported a position in Interactive Brokers in Q4 2021 and has held it in 18 quarters since.
  • 493 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.