Evermay Wealth Management’s Interactive Brokers IBKR Stock Holding History

Evermay Wealth 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	$72.7K	Buy	+835	New	+$69.5K	0.01%	311

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Evermay Wealth Management's IBKR Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 835 shares worth $72.7K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

297 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Evermay Wealth Management held 835 shares of Interactive Brokers worth $72.7K as of Q2 2026.
Interactive Brokers was a new Evermay Wealth Management position in Q2 2026.
Interactive Brokers made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #311 holding.
297 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.