CCA
IBKR icon

Checchi Capital Advisers’s Interactive Brokers IBKR Stock Holding History

Checchi Capital Advisers’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 		$292K Buy
3,358
+63
+2% +$5.24K 0.01% 489
2026
Q1 		$221K Buy
+3,295
New +$235K 0.01% 561

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

Checchi Capital Advisers's IBKR Position: Q2 2026 in Review

Checchi Capital Advisers increased its Interactive Brokers (IBKR) stake by 1.9% in Q2 2026, buying an estimated $5.24K and bringing the position to 3,358 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #489.

Checchi Capital Advisers first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Checchi Capital Advisers held 3,358 shares of Interactive Brokers worth $292K as of Q2 2026.
  • Checchi Capital Advisers bought 63 Interactive Brokers shares in Q2 2026, an estimated $5.24K.
  • Interactive Brokers made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #489 holding.
  • Checchi Capital Advisers first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.