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Financial Management Professionals’s Interactive Brokers IBKR Stock Holding History

Financial Management Professionals’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 		$62.9K Buy
723
+700
+3,043% +$58.3K 0.01% 263
2026
Q1 		$1.54K Buy
23
+3
+15% +$214 ﹤0.01% 766
2025
Q4 		$1.29K Sell
20
-12
-38% -$803 ﹤0.01% 770
2025
Q3 		$2.2K Hold
32
– – ﹤0.01% 698
2025
Q2 		$1.77K Hold
32
– – ﹤0.01% 765
2025
Q1 		$1.32K Hold
32
– – ﹤0.01% 781
2024
Q4 		$1.41K Hold
32
– – ﹤0.01% 771
2024
Q3 		$1K Hold
32
– – ﹤0.01% 838
2024
Q2 		$1K Hold
32
– – ﹤0.01% 794
2024
Q1 		$1K Hold
32
– – ﹤0.01% 857
2023
Q4 		$1K Hold
32
– – ﹤0.01% 851
2023
Q3 		$1K Hold
32
– – ﹤0.01% 794
2023
Q2 		$1K Hold
32
– – ﹤0.01% 830
2023
Q1 		$1K Buy
32
+12
+60% +$244 ﹤0.01% 893
2022
Q4 		$0 Buy
+20
New +$374 ﹤0.01% 995
2022
Q2 		– Sell
-48
Closed -$1K – 1021
2022
Q1 		$1K Hold
48
– – ﹤0.01% 896
2021
Q4 		$1K Hold
48
– – ﹤0.01% 835
2021
Q3 		$1K Buy
+48
New +$756 ﹤0.01% 818

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 Management Professionals's IBKR Position: Q2 2026 in Review

Financial Management Professionals increased its Interactive Brokers (IBKR) stake by 3,043% in Q2 2026, buying an estimated $58.3K and bringing the position to 723 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #263.

Financial Management Professionals first reported a position in IBKR in Q3 2021 and has held it in 18 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Financial Management Professionals held 723 shares of Interactive Brokers worth $62.9K as of Q2 2026.
  • Financial Management Professionals bought 700 Interactive Brokers shares in Q2 2026, an estimated $58.3K.
  • Interactive Brokers made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #263 holding.
  • Financial Management Professionals first reported a position in Interactive Brokers in Q3 2021 and has held it in 18 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.