Empower Advisory Group
IBKR icon

Empower Advisory Group’s Interactive Brokers IBKR Stock Holding History

Empower Advisory 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 		$96.8M Buy
1,111,873
+5,954
+0.5% +$496K 0.23% 85
2026
Q1 		$74.2M Sell
1,105,919
-659,449
-37% -$47.1M 0.19% 105
2025
Q4 		$114M Sell
1,765,368
-80,312
-4% -$5.38M 0.31% 60
2025
Q3 		$127M Sell
1,845,680
-1,166
-0.1% -$73.4K 0.35% 52
2025
Q2 		$102M Buy
1,846,846
+56,242
+3% +$2.67M 0.31% 63
2025
Q1 		$74.1M Sell
1,790,604
-917,100
-34% -$45.4M 0.24% 88
2024
Q4 		$120M Sell
2,707,704
-32,836
-1% -$1.38M 0.4% 47
2024
Q3 		$95.5M Buy
2,740,540
+29,572
+1% +$916K 0.32% 63
2024
Q2 		$83.1M Sell
2,710,968
-6,044
-0.2% -$180K 0.31% 67
2024
Q1 		$75.9M Buy
2,717,012
+609,784
+29% +$15.2M 0.28% 78
2023
Q4 		$43.7M Buy
2,107,228
+31,792
+2% +$651K 0.17% 114
2023
Q3 		$44.9M Buy
2,075,436
+26,336
+1% +$586K 0.2% 105
2023
Q2 		$42.6M Buy
2,049,100
+35,096
+2% +$692K 0.18% 119
2023
Q1 		$41.5M Buy
+2,014,004
New +$41M 0.19% 117

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

Empower Advisory Group's IBKR Position: Q2 2026 in Review

Empower Advisory Group increased its Interactive Brokers (IBKR) stake by 0.54% in Q2 2026, buying an estimated $496K and bringing the position to 1,111,873 shares worth $96.8M. The position accounts for 0.23% of the portfolio, ranked #85.

Empower Advisory Group first reported a position in IBKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $127M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Empower Advisory Group held 1,111,873 shares of Interactive Brokers worth $96.8M as of Q2 2026.
  • Empower Advisory Group bought 5,954 Interactive Brokers shares in Q2 2026, an estimated $496K.
  • Interactive Brokers made up 0.23% of Empower Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Empower Advisory Group first reported a position in Interactive Brokers in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Interactive Brokers position peaked at $127M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.