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Everence Capital Management’s Interactive Brokers IBKR Stock Holding History

Everence Capital Management’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 		$2.21M Hold
25,416
– – 0.12% 143
2026
Q1 		$1.71M Hold
25,416
– – 0.1% 165
2025
Q4 		$1.64M Sell
25,416
-5,663
-18% -$379K 0.1% 163
2025
Q3 		$2.14M Buy
31,079
+5,559
+22% +$350K 0.13% 132
2025
Q2 		$1.41M Hold
25,520
– – 0.09% 185
2025
Q1 		$1.06M Buy
+25,520
New +$1.26M 0.07% 220
2018
Q1 		– Sell
-19,920
Closed -$295K – 430
2017
Q4 		$295K Hold
19,920
– – 0.06% 305
2017
Q3 		$224K Buy
+19,920
New +$203K 0.05% 335

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

Everence Capital Management's IBKR Position: Q2 2026 in Review

Everence Capital Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 25,416 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #143.

Everence Capital Management first reported a position in IBKR in Q3 2017 and has held it in 8 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Everence Capital Management held 25,416 shares of Interactive Brokers worth $2.21M as of Q2 2026.
  • Everence Capital Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.12% of Everence Capital Management's portfolio in Q2 2026, its #143 holding.
  • Everence Capital Management first reported a position in Interactive Brokers in Q3 2017 and has held it in 8 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.