Fifth Third Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Fifth Third Wealth 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	$687K	Buy	7,888 +497	+7%	+$41.4K	0.02%	391
2026 Q1	$496K	Sell	7,391 -896	-11%	-$64K	0.02%	423
2025 Q4	$533K	Buy	8,287 +165	+2%	+$11K	0.02%	369
2025 Q3	$559K	Sell	8,122 -6,494	-44%	-$409K	0.02%	347
2025 Q2	$810K	Buy	14,616 +40	+0.3%	+$1.9K	0.03%	276
2025 Q1	$603K	Buy	14,576 +164	+1%	+$8.13K	0.03%	290
2024 Q4	$637K	Sell	14,412 -36	-0.2%	-$1.52K	0.03%	280
2024 Q3	$503K	Buy	14,448 +228	+2%	+$7.06K	0.03%	306
2024 Q2	$436K	Buy	+14,220	New	+$424K	0.03%	300

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Fifth Third Wealth Advisors's IBKR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Interactive Brokers (IBKR) stake by 6.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 7,888 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #391.

Fifth Third Wealth Advisors first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $810K in Q2 2025. 173 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Fifth Third Wealth Advisors held 7,888 shares of Interactive Brokers worth $687K as of Q2 2026.
Fifth Third Wealth Advisors bought 497 Interactive Brokers shares in Q2 2026, an estimated $41.4K.
Interactive Brokers made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #391 holding.
Fifth Third Wealth Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Interactive Brokers position peaked at $810K in Q2 2025.
173 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.