Empirical Wealth Management’s Interactive Brokers IBKR Stock Holding History

Empirical Wealth Management’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	$809K	Sell	9,289 -44	-0.5%	-$3.66K	0.01%	466
2026 Q1	$626K	Buy	9,333 +880	+10%	+$62.8K	0.01%	500
2025 Q4	$544K	Buy	8,453 +4,945	+141%	+$331K	0.01%	480
2025 Q3	$241K	Sell	3,508 -2,124	-38%	-$134K	﹤0.01%	694
2025 Q2	$312K	Buy	+5,632	New	+$267K	0.01%	524
2025 Q1	–	Sell	-5,528	Closed	-$244K	–	677
2024 Q4	$244K	Buy	+5,528	New	+$233K	0.01%	544

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Empirical Wealth Management's IBKR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Interactive Brokers (IBKR) stake by 0.47% in Q2 2026, selling an estimated $3.66K and leaving 9,289 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #466.

Empirical Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Empirical Wealth Management held 9,289 shares of Interactive Brokers worth $809K as of Q2 2026.
Empirical Wealth Management sold 44 Interactive Brokers shares in Q2 2026, an estimated $3.66K.
Interactive Brokers made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #466 holding.
Empirical Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.