FFA
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Farther Finance Advisors’s Interactive Brokers IBKR Stock Holding History

Farther Finance 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
Q3 		$1.03M Buy
12,045
+1,483
+14% +$136K 0.01% 1116
2026
Q2 		$919K Buy
10,562
+3,490
+49% +$290K 0.01% 1155
2026
Q1 		$480K Sell
7,072
-4,209
-37% -$300K ﹤0.01% 1425
2025
Q4 		$725K Buy
11,281
+2,018
+22% +$135K 0.01% 1085
2025
Q3 		$637K Buy
9,263
+1,885
+26% +$119K 0.01% 953
2025
Q2 		$409K Buy
7,378
+4,906
+198% +$233K 0.01% 999
2025
Q1 		$107K Sell
2,472
-1,664
-40% -$82.5K ﹤0.01% 1510
2024
Q4 		$183K Buy
4,136
+896
+28% +$37.7K 0.01% 1027
2024
Q3 		$113K Buy
3,240
+2,440
+305% +$75.6K ﹤0.01% 1249
2024
Q2 		$25.4K Buy
800
+292
+57% +$8.71K ﹤0.01% 1703
2024
Q1 		$14.2K Hold
508
– – ﹤0.01% 1615
2023
Q4 		$10.5K Buy
508
+496
+4,133% +$10.2K ﹤0.01% 1583
2023
Q3 		$260 Hold
12
– – ﹤0.01% 2415
2023
Q2 		$249 Hold
12
– – ﹤0.01% 2321
2023
Q1 		$248 Hold
12
– – ﹤0.01% 2165
2022
Q4 		$217 Buy
+12
New +$224 ﹤0.01% 2028

Other funds holding IBKR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors's IBKR Position: Q3 2026 in Review

Farther Finance Advisors increased its Interactive Brokers (IBKR) stake by 14% in Q3 2026, buying an estimated $136K and bringing the position to 12,045 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1116.

Farther Finance Advisors first reported a position in IBKR in Q4 2022 and has held it in 16 quarters since. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Farther Finance Advisors held 12,045 shares of Interactive Brokers worth $1.03M as of Q3 2026.
  • Farther Finance Advisors bought 1,483 Interactive Brokers shares in Q3 2026, an estimated $136K.
  • Interactive Brokers made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1116 holding.
  • Farther Finance Advisors first reported a position in Interactive Brokers in Q4 2022 and has held it in 16 quarters since.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.