EFS
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Essex Financial Services’s Interactive Brokers IBKR Stock Holding History

Essex Financial Services’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 		$221K Buy
+2,539
New +$211K 0.01% 761
2026
Q1 		– Sell
-3,334
Closed -$214K – 811
2025
Q4 		$214K Sell
3,334
-319
-9% -$21.4K 0.01% 734
2025
Q3 		$251K Buy
+3,653
New +$230K 0.02% 625

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Essex Financial Services's IBKR Position: Q2 2026 in Review

Essex Financial Services opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,539 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in IBKR as recently as Q4 2025.

Essex Financial Services first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q3 2025. 760 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Essex Financial Services held 2,539 shares of Interactive Brokers worth $221K as of Q2 2026.
  • Interactive Brokers was a new Essex Financial Services position in Q2 2026.
  • Interactive Brokers made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #761 holding.
  • Essex Financial Services first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • Essex Financial Services's Interactive Brokers position peaked at $251K in Q3 2025.
  • 760 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.