FFO
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Fiduciary Family Office’s Interactive Brokers IBKR Stock Holding History

Fiduciary Family Office’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 		$2.73M Sell
31,375
-573
-2% -$47.7K 0.68% 30
2026
Q1 		$2.14M Sell
31,948
-2,341
-7% -$167K 0.61% 31
2025
Q4 		$2.21M Sell
34,289
-4,723
-12% -$316K 0.63% 29
2025
Q3 		$2.68M Sell
39,012
-5,044
-11% -$317K 0.76% 19
2025
Q2 		$2.44M Sell
44,056
-14,076
-24% -$668K 0.8% 19
2025
Q1 		$2.41M Buy
+58,132
New +$2.88M 0.8% 20
2024
Q4 		– Sell
-60,480
Closed -$2.11M – 154
2024
Q3 		$2.11M Sell
60,480
-3,696
-6% -$114K 0.7% 24
2024
Q2 		$1.97M Buy
64,176
+1,808
+3% +$53.9K 0.78% 26
2024
Q1 		$1.74M Buy
62,368
+38,820
+165% +$967K 0.68% 34
2023
Q4 		$488K Buy
+23,548
New +$482K 0.21% 117

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

Fiduciary Family Office's IBKR Position: Q2 2026 in Review

Fiduciary Family Office reduced its Interactive Brokers (IBKR) stake by 1.8% in Q2 2026, selling an estimated $47.7K and leaving 31,375 shares worth $2.73M. The position accounts for 0.68% of the portfolio, ranked #30.

Fiduciary Family Office first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Fiduciary Family Office held 31,375 shares of Interactive Brokers worth $2.73M as of Q2 2026.
  • Fiduciary Family Office sold 573 Interactive Brokers shares in Q2 2026, an estimated $47.7K.
  • Interactive Brokers made up 0.68% of Fiduciary Family Office's portfolio in Q2 2026, its #30 holding.
  • Fiduciary Family Office first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.