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Everhart Financial Group’s Interactive Brokers IBKR Stock Holding History

Everhart Financial Group’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 		$433K Buy
4,976
+1,785
+56% +$149K 0.03% 298
2026
Q1 		$214K Buy
+3,191
New +$228K 0.02% 434

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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

Everhart Financial Group's IBKR Position: Q2 2026 in Review

Everhart Financial Group increased its Interactive Brokers (IBKR) stake by 56% in Q2 2026, buying an estimated $149K and bringing the position to 4,976 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #298.

Everhart Financial Group first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Everhart Financial Group held 4,976 shares of Interactive Brokers worth $433K as of Q2 2026.
  • Everhart Financial Group bought 1,785 Interactive Brokers shares in Q2 2026, an estimated $149K.
  • Interactive Brokers made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #298 holding.
  • Everhart Financial Group first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.