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Callan Family Office’s Interactive Brokers IBKR Stock Holding History

Callan Family Office’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 		$1.58M Buy
18,156
+8,822
+95% +$734K 0.03% 464
2026
Q1 		$626K Buy
9,334
+186
+2% +$13.3K 0.01% 694
2025
Q4 		$588K Buy
9,148
+2,836
+45% +$190K 0.01% 722
2025
Q3 		$434K Sell
6,312
-1,500
-19% -$94.4K 0.01% 573
2025
Q2 		$433K Buy
+7,812
New +$371K 0.01% 640

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

Callan Family Office's IBKR Position: Q2 2026 in Review

Callan Family Office increased its Interactive Brokers (IBKR) stake by 95% in Q2 2026, buying an estimated $734K and bringing the position to 18,156 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #464.

Callan Family Office first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Callan Family Office held 18,156 shares of Interactive Brokers worth $1.58M as of Q2 2026.
  • Callan Family Office bought 8,822 Interactive Brokers shares in Q2 2026, an estimated $734K.
  • Interactive Brokers made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #464 holding.
  • Callan Family Office first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.