Corient Private Wealth
IBKR icon

Corient Private Wealth’s Interactive Brokers IBKR Stock Holding History

Corient Private Wealth’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 		$23.6M Buy
270,820
+152,518
+129% +$12.7M 0.03% 373
2026
Q1 		$7.87M Buy
118,302
+29,416
+33% +$2.1M 0.01% 703
2025
Q4 		$5.72M Buy
88,886
+14,378
+19% +$963K 0.01% 725
2025
Q3 		$5.13M Buy
74,508
+2,784
+4% +$175K 0.01% 703
2025
Q2 		$3.97M Buy
71,724
+11,692
+19% +$555K 0.01% 778
2025
Q1 		$2.49M Buy
60,032
+24,832
+71% +$1.23M ﹤0.01% 899
2024
Q4 		$1.55M Buy
35,200
+4,528
+15% +$191K ﹤0.01% 1100
2024
Q3 		$1.07M Buy
30,672
+8,120
+36% +$251K ﹤0.01% 1371
2024
Q2 		$691K Buy
22,552
+748
+3% +$22.3K ﹤0.01% 1482
2024
Q1 		$608K Buy
21,804
+384
+2% +$9.56K ﹤0.01% 1529
2023
Q4 		$444K Sell
21,420
-64
-0.3% -$1.31K ﹤0.01% 1667
2023
Q3 		$465K Buy
+21,484
New +$478K ﹤0.01% 1534

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

Corient Private Wealth's IBKR Position: Q2 2026 in Review

Corient Private Wealth increased its Interactive Brokers (IBKR) stake by 129% in Q2 2026, buying an estimated $12.7M and bringing the position to 270,820 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #373.

Corient Private Wealth first reported a position in IBKR in Q3 2023 and has held it in 12 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Corient Private Wealth held 270,820 shares of Interactive Brokers worth $23.6M as of Q2 2026.
  • Corient Private Wealth bought 152,518 Interactive Brokers shares in Q2 2026, an estimated $12.7M.
  • Interactive Brokers made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #373 holding.
  • Corient Private Wealth first reported a position in Interactive Brokers in Q3 2023 and has held it in 12 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.