EH
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Equitable Holdings’s Interactive Brokers IBKR Stock Holding History

Equitable Holdings’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 		$1.27M Sell
14,544
-484
-3% -$40.3K 0.01% 913
2026
Q1 		$966K Sell
15,028
-25,662
-63% -$1.83M 0.01% 987
2025
Q4 		$2.62M Buy
40,690
+9,497
+30% +$636K 0.02% 550
2025
Q3 		$2.15M Buy
31,193
+12,522
+67% +$788K 0.02% 592
2025
Q2 		$1.03M Buy
18,671
+12,251
+191% +$581K 0.01% 785
2025
Q1 		$266K Buy
+6,420
New +$318K ﹤0.01% 1140

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

Equitable Holdings's IBKR Position: Q2 2026 in Review

Equitable Holdings reduced its Interactive Brokers (IBKR) stake by 3.2% in Q2 2026, selling an estimated $40.3K and leaving 14,544 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #913.

Equitable Holdings first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Equitable Holdings held 14,544 shares of Interactive Brokers worth $1.27M as of Q2 2026.
  • Equitable Holdings sold 484 Interactive Brokers shares in Q2 2026, an estimated $40.3K.
  • Interactive Brokers made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #913 holding.
  • Equitable Holdings first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's Interactive Brokers position peaked at $2.62M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.