Cerity Partners
IBKR icon

Cerity Partners’s Interactive Brokers IBKR Stock Holding History

Cerity Partners’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 		$2.89M Sell
33,162
-559
-2% -$46.5K ﹤0.01% 1380
2026
Q1 		$2.26M Buy
33,721
+12,762
+61% +$911K ﹤0.01% 1418
2025
Q4 		$1.35M Buy
20,959
+9,566
+84% +$640K ﹤0.01% 1561
2025
Q3 		$784K Buy
11,393
+5,655
+99% +$356K ﹤0.01% 1716
2025
Q2 		$318K Buy
+5,738
New +$272K ﹤0.01% 2126
2025
Q1 		– Sell
-7,504
Closed -$275K – 2537
2024
Q4 		$275K Sell
7,504
-4,700
-39% -$198K ﹤0.01% 2081
2024
Q3 		$425K Buy
12,204
+4,584
+60% +$142K ﹤0.01% 1862
2024
Q2 		$234K Sell
7,620
-1,680
-18% -$50.1K ﹤0.01% 1952
2024
Q1 		$260K Buy
+9,300
New +$232K ﹤0.01% 1951

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Cerity Partners's IBKR Position: Q2 2026 in Review

Cerity Partners reduced its Interactive Brokers (IBKR) stake by 1.7% in Q2 2026, selling an estimated $46.5K and leaving 33,162 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Cerity Partners first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cerity Partners held 33,162 shares of Interactive Brokers worth $2.89M as of Q2 2026.
  • Cerity Partners sold 559 Interactive Brokers shares in Q2 2026, an estimated $46.5K.
  • Interactive Brokers made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1380 holding.
  • Cerity Partners first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.