Evelyn Partners’s Interactive Brokers IBKR Stock Holding History

Evelyn 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	$13.9M	Buy	+159,819	New	+$13.3M	0.03%	75

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evelyn Partners's IBKR Position: Q2 2026 in Review

Evelyn Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 159,819 shares worth $13.9M. The stake represents 0.03% of the portfolio and ranks #75 among its holdings.

1,041 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Evelyn Partners held 159,819 shares of Interactive Brokers worth $13.9M as of Q2 2026.
Interactive Brokers was a new Evelyn Partners position in Q2 2026.
Interactive Brokers made up 0.03% of Evelyn Partners's portfolio in Q2 2026, its #75 holding.
1,041 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.