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Crestwood Advisors Group’s Interactive Brokers IBKR Stock Holding History

Crestwood Advisors 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 		$284K Buy
+3,263
New +$272K ﹤0.01% 699

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

Crestwood Advisors Group's IBKR Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Interactive Brokers (IBKR) in Q2 2026: 3,263 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Crestwood Advisors Group held 3,263 shares of Interactive Brokers worth $284K as of Q2 2026.
  • Interactive Brokers was a new Crestwood Advisors Group position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #699 holding.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.