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First United Bank & Trust’s Interactive Brokers IBKR Stock Holding History

First United Bank & 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 		$5.57K Hold
64
– – ﹤0.01% 366
2026
Q1 		$4.29K Hold
64
– – ﹤0.01% 356
2025
Q4 		$4.12K Hold
64
– – ﹤0.01% 352
2025
Q3 		$4.4K Hold
64
– – ﹤0.01% 377
2025
Q2 		$3.55K Hold
64
– – ﹤0.01% 352
2025
Q1 		$2.65K Buy
+64
New +$3.17K ﹤0.01% 373

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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 United Bank & Trust's IBKR Position: Q2 2026 in Review

First United Bank & Trust held its Interactive Brokers (IBKR) position steady in Q2 2026 at 64 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

First United Bank & Trust first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • First United Bank & Trust held 64 shares of Interactive Brokers worth $5.57K as of Q2 2026.
  • First United Bank & Trust left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #366 holding.
  • First United Bank & Trust first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.