FPF
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First Pacific Financial’s Interactive Brokers IBKR Stock Holding History

First Pacific Financial’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 		– Sell
-269
Closed -$18K – 599
2026
Q1 		$18K Buy
+269
New +$19.2K ﹤0.01% 321

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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

First Pacific Financial's IBKR Position: Q2 2026 in Review

First Pacific Financial sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 269 shares — an estimated $18K sold.

First Pacific Financial first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • First Pacific Financial reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • First Pacific Financial sold 269 Interactive Brokers shares in Q2 2026, an estimated $18K.
  • First Pacific Financial first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
  • First Pacific Financial's Interactive Brokers position peaked at $18K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.