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EverSource Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

EverSource Wealth Advisors’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 		$274K Sell
3,152
-7,043
-69% -$586K 0.01% 849
2026
Q1 		$684K Sell
10,195
-866
-8% -$61.8K 0.02% 485
2025
Q4 		$711K Buy
11,061
+3,512
+47% +$235K 0.03% 424
2025
Q3 		$519K Sell
7,549
-2,286
-23% -$144K 0.02% 489
2025
Q2 		$545K Sell
9,835
-1,717
-15% -$81.5K 0.02% 421
2025
Q1 		$478K Buy
11,552
+136
+1% +$6.74K 0.03% 392
2024
Q4 		$504K Sell
11,416
-196
-2% -$8.25K 0.03% 367
2024
Q3 		$405K Buy
11,612
+144
+1% +$4.46K 0.03% 380
2024
Q2 		$342K Sell
11,468
-780
-6% -$23.3K 0.02% 406
2024
Q1 		$352K Sell
12,248
-584
-5% -$14.5K 0.03% 341
2023
Q4 		$266K Sell
12,832
-472
-4% -$9.66K 0.02% 369
2023
Q3 		$288K Sell
13,304
-3,900
-23% -$86.8K 0.03% 316
2023
Q2 		$357K Sell
17,204
-220
-1% -$4.34K 0.04% 280
2023
Q1 		$360K Sell
17,424
-20
-0.1% -$407 0.04% 271
2022
Q4 		$316K Sell
17,444
-13,664
-44% -$255K 0.05% 271
2022
Q3 		$497K Sell
31,108
-3,944
-11% -$60.8K 0.11% 175
2022
Q2 		$482K Buy
35,052
+452
+1% +$6.71K 0.12% 151
2022
Q1 		$570K Buy
34,600
+18,680
+117% +$322K 0.14% 132
2021
Q4 		$316K Buy
+15,920
New +$296K 0.09% 166

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

EverSource Wealth Advisors's IBKR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 69% in Q2 2026, selling an estimated $586K and leaving 3,152 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #849.

EverSource Wealth Advisors first reported a position in IBKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $711K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • EverSource Wealth Advisors held 3,152 shares of Interactive Brokers worth $274K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,043 Interactive Brokers shares in Q2 2026, an estimated $586K.
  • Interactive Brokers made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #849 holding.
  • EverSource Wealth Advisors first reported a position in Interactive Brokers in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Interactive Brokers position peaked at $711K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.