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Clark Financial Services Group’s Interactive Brokers IBKR Stock Holding History

Clark Financial Services Group’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 		– Sell
-11,295
Closed -$758K – 107
2026
Q1 		$758K Buy
11,295
+825
+8% +$58.9K 0.41% 36
2025
Q4 		$749K Sell
10,470
-845
-7% -$56.6K 0.4% 34
2025
Q3 		$779K Buy
11,315
+1,663
+17% +$105K 0.41% 31
2025
Q2 		$535K Buy
9,652
+972
+11% +$46.1K 0.33% 40
2025
Q1 		$359K Buy
8,680
+2,304
+36% +$114K 0.25% 56
2024
Q4 		$282K Buy
+6,376
New +$268K 0.22% 66

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

Clark Financial Services Group's IBKR Position: Q2 2026 in Review

Clark Financial Services Group sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 11,295 shares — an estimated $758K sold.

Clark Financial Services Group first reported a position in IBKR in Q4 2024 and held it in 6 quarters. The position peaked at $779K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Clark Financial Services Group reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 11,295 Interactive Brokers shares in Q2 2026, an estimated $758K.
  • Clark Financial Services Group first reported a position in Interactive Brokers in Q4 2024 and held it in 6 quarters.
  • Clark Financial Services Group's Interactive Brokers position peaked at $779K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.