EP
IBKR icon

Essential Partners’s Interactive Brokers IBKR Stock Holding History

Essential Partners’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 		$5.13K Sell
59
-9
-13% -$749 ﹤0.01% 1534
2026
Q1 		$4.56K Buy
68
+38
+127% +$2.71K ﹤0.01% 1619
2025
Q4 		$1.93K Hold
30
– – ﹤0.01% 1817
2025
Q3 		$2.06K Buy
30
+14
+88% +$881 ﹤0.01% 1779
2025
Q2 		$887 Buy
+16
New +$759 ﹤0.01% 1547

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Essential Partners's IBKR Position: Q2 2026 in Review

Essential Partners reduced its Interactive Brokers (IBKR) stake by 13% in Q2 2026, selling an estimated $749 and leaving 59 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Essential Partners first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Essential Partners held 59 shares of Interactive Brokers worth $5.13K as of Q2 2026.
  • Essential Partners sold 9 Interactive Brokers shares in Q2 2026, an estimated $749.
  • Interactive Brokers made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1534 holding.
  • Essential Partners first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.