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Evergreen Capital Management’s Interactive Brokers IBKR Stock Holding History

Evergreen 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 		$1.54M Buy
17,672
+219
+1% +$18.2K 0.03% 391
2026
Q1 		$1.17M Sell
17,453
-37
-0.2% -$2.64K 0.03% 450
2025
Q4 		$1.12M Buy
17,490
+9,824
+128% +$658K 0.03% 441
2025
Q3 		$527K Buy
7,666
+1,182
+18% +$74.4K 0.01% 632
2025
Q2 		$359K Sell
6,484
-84
-1% -$3.98K 0.01% 724
2025
Q1 		$272K Sell
6,568
-796
-11% -$39.4K 0.01% 808
2024
Q4 		$325K Buy
7,364
+1,256
+21% +$52.9K 0.01% 691
2024
Q3 		$213K Buy
+6,108
New +$189K 0.01% 903

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

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

Evergreen Capital Management increased its Interactive Brokers (IBKR) stake by 1.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 17,672 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #391.

Evergreen Capital Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Evergreen Capital Management held 17,672 shares of Interactive Brokers worth $1.54M as of Q2 2026.
  • Evergreen Capital Management bought 219 Interactive Brokers shares in Q2 2026, an estimated $18.2K.
  • Interactive Brokers made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #391 holding.
  • Evergreen Capital Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.