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Burney Company’s Interactive Brokers IBKR Stock Holding History

Burney Company’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 		$1.74M Buy
19,946
+4,091
+26% +$340K 0.05% 257
2026
Q1 		$1.06M Sell
15,855
-8
-0.1% -$571 0.03% 325
2025
Q4 		$1.02M Sell
15,863
-32,449
-67% -$2.17M 0.03% 325
2025
Q3 		$3.32M Buy
48,312
+42,402
+717% +$2.67M 0.11% 172
2025
Q2 		$327K Buy
+5,910
New +$280K 0.01% 484

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

Burney Company's IBKR Position: Q2 2026 in Review

Burney Company increased its Interactive Brokers (IBKR) stake by 26% in Q2 2026, buying an estimated $340K and bringing the position to 19,946 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #257.

Burney Company first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Burney Company held 19,946 shares of Interactive Brokers worth $1.74M as of Q2 2026.
  • Burney Company bought 4,091 Interactive Brokers shares in Q2 2026, an estimated $340K.
  • Interactive Brokers made up 0.05% of Burney Company's portfolio in Q2 2026, its #257 holding.
  • Burney Company first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • Burney Company's Interactive Brokers position peaked at $3.32M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.