Fiduciary Financial Group’s Interactive Brokers IBKR Stock Holding History

Fiduciary Financial Group’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	$345K	Buy	3,968 +118	+3%	+$9.82K	0.04%	270
2026 Q1	$258K	Buy	3,850 +23	+0.6%	+$1.64K	0.03%	295
2025 Q4	$246K	Hold	3,827	–	–	0.03%	290
2025 Q3	$263K	Sell	3,827 -1	-0%	-$63	0.04%	265
2025 Q2	$216K	Buy	+3,828	New	+$182K	0.04%	285
2024 Q3	–	Sell	-12,668	Closed	-$392K	–	265
2024 Q2	$392K	Buy	+12,668	New	+$378K	0.09%	132

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Fiduciary Financial Group's IBKR Position: Q2 2026 in Review

Fiduciary Financial Group increased its Interactive Brokers (IBKR) stake by 3.1% in Q2 2026, buying an estimated $9.82K and bringing the position to 3,968 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #270.

Fiduciary Financial Group first reported a position in IBKR in Q2 2024 and has held it in 6 quarters since. The position peaked at $392K in Q2 2024. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Fiduciary Financial Group held 3,968 shares of Interactive Brokers worth $345K as of Q2 2026.
Fiduciary Financial Group bought 118 Interactive Brokers shares in Q2 2026, an estimated $9.82K.
Interactive Brokers made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #270 holding.
Fiduciary Financial Group first reported a position in Interactive Brokers in Q2 2024 and has held it in 6 quarters since.
Fiduciary Financial Group's Interactive Brokers position peaked at $392K in Q2 2024.
382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.