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Financial Consulate’s Interactive Brokers IBKR Stock Holding History

Financial Consulate’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 		$3.48K Buy
40
+3
+8% +$250 ﹤0.01% 916
2026
Q1 		$2.48K Buy
+37
New +$2.64K ﹤0.01% 940

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

Financial Consulate's IBKR Position: Q2 2026 in Review

Financial Consulate increased its Interactive Brokers (IBKR) stake by 8.1% in Q2 2026, buying an estimated $250 and bringing the position to 40 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Financial Consulate first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Financial Consulate held 40 shares of Interactive Brokers worth $3.48K as of Q2 2026.
  • Financial Consulate bought 3 Interactive Brokers shares in Q2 2026, an estimated $250.
  • Interactive Brokers made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #916 holding.
  • Financial Consulate first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.