FFA
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Fairfield Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Fairfield Financial 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 		$2.41M Buy
27,665
+17,260
+166% +$1.44M 0.95% 26
2026
Q1 		$698K Buy
10,405
+2,302
+28% +$164K 0.24% 51
2025
Q4 		$521K Buy
8,103
+1,623
+25% +$109K 0.17% 54
2025
Q3 		$446K Buy
6,480
+106
+2% +$6.67K 0.15% 57
2025
Q2 		$353K Buy
+6,374
New +$302K 0.12% 61
2025
Q1 		– Sell
-1,044
Closed -$46.1K – 121
2024
Q4 		$46.1K Hold
1,044
– – 0.02% 122
2024
Q3 		$36.3K Buy
1,044
+4
+0.4% +$124 0.01% 155
2024
Q2 		$31.9K Buy
+1,040
New +$31K 0.01% 151

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

Fairfield Financial Advisors's IBKR Position: Q2 2026 in Review

Fairfield Financial Advisors increased its Interactive Brokers (IBKR) stake by 166% in Q2 2026, buying an estimated $1.44M and bringing the position to 27,665 shares worth $2.41M. The position accounts for 0.95% of the portfolio, ranked #26.

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

  • Fairfield Financial Advisors held 27,665 shares of Interactive Brokers worth $2.41M as of Q2 2026.
  • Fairfield Financial Advisors bought 17,260 Interactive Brokers shares in Q2 2026, an estimated $1.44M.
  • Interactive Brokers made up 0.95% of Fairfield Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Fairfield Financial Advisors first reported a position in Interactive Brokers in Q2 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 Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.