Commonwealth Equity Services
IBKR icon

Commonwealth Equity Services’s Interactive Brokers IBKR Stock Holding History

Commonwealth Equity Services’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 		$10.5M Sell
121,104
-6,497
-5% -$541K 0.01% 916
2026
Q1 		$8.56M Buy
127,601
+6,408
+5% +$457K 0.01% 981
2025
Q4 		$7.79M Buy
121,193
+7,844
+7% +$525K 0.01% 1037
2025
Q3 		$7.8M Buy
113,349
+41,271
+57% +$2.6M 0.01% 1064
2025
Q2 		$3.99M Sell
72,078
-10,146
-12% -$481K 0.01% 1474
2025
Q1 		$3.4M Buy
82,224
+14,192
+21% +$703K ﹤0.01% 1548
2024
Q4 		$3M Buy
68,032
+3,960
+6% +$167K ﹤0.01% 1575
2024
Q3 		$2.23M Buy
64,072
+7,052
+12% +$218K ﹤0.01% 1733
2024
Q2 		$1.75M Buy
57,020
+1,944
+4% +$58K ﹤0.01% 1878
2024
Q1 		$1.54M Sell
55,076
-30,304
-35% -$755K ﹤0.01% 1944
2023
Q4 		$1.77M Buy
85,380
+59,856
+235% +$1.22M ﹤0.01% 1779
2023
Q3 		$552K Buy
25,524
+532
+2% +$11.8K ﹤0.01% 2508
2023
Q2 		$519K Buy
24,992
+7,732
+45% +$153K ﹤0.01% 2582
2023
Q1 		$356K Sell
17,260
-4,440
-20% -$90.4K ﹤0.01% 2823
2022
Q4 		$392K Buy
21,700
+8,560
+65% +$160K ﹤0.01% 2663
2022
Q3 		$209K Buy
+13,140
New +$202K ﹤0.01% 3126
2022
Q2 		– Sell
-13,164
Closed -$216K – 3733
2022
Q1 		$216K Buy
13,164
+2,000
+18% +$34.4K ﹤0.01% 3266
2021
Q4 		$221K Buy
+11,164
New +$208K ﹤0.01% 3217
2021
Q2 		– Sell
-13,360
Closed -$244K – 3551
2021
Q1 		$244K Sell
13,360
-4
-0% -$72 ﹤0.01% 2960
2020
Q4 		$203K Buy
+13,364
New +$177K ﹤0.01% 2909
2018
Q2 		– Sell
-26,136
Closed -$439K – 2788
2018
Q1 		$439K Buy
26,136
+4,036
+18% +$66.8K ﹤0.01% 1796
2017
Q4 		$327K Buy
+22,100
New +$301K ﹤0.01% 1984

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

Commonwealth Equity Services's IBKR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Interactive Brokers (IBKR) stake by 5.1% in Q2 2026, selling an estimated $541K and leaving 121,104 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #916.

Commonwealth Equity Services first reported a position in IBKR in Q4 2017 and has held it in 22 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Commonwealth Equity Services held 121,104 shares of Interactive Brokers worth $10.5M as of Q2 2026.
  • Commonwealth Equity Services sold 6,497 Interactive Brokers shares in Q2 2026, an estimated $541K.
  • Interactive Brokers made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #916 holding.
  • Commonwealth Equity Services first reported a position in Interactive Brokers in Q4 2017 and has held it in 22 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.