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Centaurus Financial’s Interactive Brokers IBKR Stock Holding History

Centaurus 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 		$112K Buy
+1,282
New +$107K ﹤0.01% 1071
2025
Q4 		– Sell
-2,074
Closed -$143K – 1073
2025
Q3 		$143K Buy
+2,074
New +$130K 0.01% 914
2018
Q3 		– Sell
-56
Closed -$1K – 1217
2018
Q2 		$1K Buy
+56
New +$1.01K ﹤0.01% 2097

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

Centaurus Financial's IBKR Position: Q2 2026 in Review

Centaurus Financial opened a new position in Interactive Brokers (IBKR) in Q2 2026: 1,282 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in IBKR as recently as Q3 2025.

Centaurus Financial first reported a position in IBKR in Q2 2018 and has held it in 3 quarters since. The position peaked at $143K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Centaurus Financial held 1,282 shares of Interactive Brokers worth $112K as of Q2 2026.
  • Interactive Brokers was a new Centaurus Financial position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Centaurus Financial's portfolio in Q2 2026, its #1071 holding.
  • Centaurus Financial first reported a position in Interactive Brokers in Q2 2018 and has held it in 3 quarters since.
  • Centaurus Financial's Interactive Brokers position peaked at $143K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.