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EP Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

EP Wealth Advisors’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 		$542K Buy
6,221
+3,152
+103% +$262K ﹤0.01% 995
2026
Q1 		$206K Buy
+3,069
New +$219K ﹤0.01% 1399

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

EP Wealth Advisors's IBKR Position: Q2 2026 in Review

EP Wealth Advisors increased its Interactive Brokers (IBKR) stake by 103% in Q2 2026, buying an estimated $262K and bringing the position to 6,221 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

EP Wealth Advisors first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • EP Wealth Advisors held 6,221 shares of Interactive Brokers worth $542K as of Q2 2026.
  • EP Wealth Advisors bought 3,152 Interactive Brokers shares in Q2 2026, an estimated $262K.
  • Interactive Brokers made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #995 holding.
  • EP Wealth Advisors first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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