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Fiduciary Trust’s Interactive Brokers IBKR Stock Holding History

Fiduciary Trust’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 		$775K Sell
8,904
-977
-10% -$81.3K 0.01% 482
2026
Q1 		$663K Sell
9,881
-2,585
-21% -$185K 0.01% 507
2025
Q4 		$802K Buy
12,466
+833
+7% +$55.8K 0.01% 464
2025
Q3 		$800K Buy
11,633
+26
+0.2% +$1.64K 0.01% 461
2025
Q2 		$643K Buy
11,607
+2,815
+32% +$134K 0.01% 487
2025
Q1 		$364K Buy
8,792
+2,532
+40% +$125K ﹤0.01% 609
2024
Q4 		$276K Buy
+6,260
New +$264K ﹤0.01% 588

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 Trust's IBKR Position: Q2 2026 in Review

Fiduciary Trust reduced its Interactive Brokers (IBKR) stake by 9.9% in Q2 2026, selling an estimated $81.3K and leaving 8,904 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #482.

Fiduciary Trust first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $802K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Fiduciary Trust held 8,904 shares of Interactive Brokers worth $775K as of Q2 2026.
  • Fiduciary Trust sold 977 Interactive Brokers shares in Q2 2026, an estimated $81.3K.
  • Interactive Brokers made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #482 holding.
  • Fiduciary Trust first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Trust's Interactive Brokers position peaked at $802K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.