Fisher Asset Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$643K Sell
7,387
-42
-0.6% -$3.5K ﹤0.01% 764
2026
Q1
$498K Sell
7,429
-1,831
-20% -$131K ﹤0.01% 793
2025
Q4
$596K Buy
9,260
+1,496
+19% +$100K ﹤0.01% 747
2025
Q3
$534K Sell
7,764
-1,366
-15% -$85.9K ﹤0.01% 770
2025
Q2
$506K Buy
9,130
+758
+9% +$36K ﹤0.01% 786
2025
Q1
$347K Buy
8,372
+2,740
+49% +$136K ﹤0.01% 868
2024
Q4
$249K Buy
+5,632
New +$237K ﹤0.01% 906

Other funds holding IBKR

Fisher Asset Management's IBKR Position: Q2 2026 in Review

Fisher Asset Management reduced its Interactive Brokers (IBKR) stake by 0.57% in Q2 2026, selling an estimated $3.5K and leaving 7,387 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Fisher Asset Management first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Fisher Asset Management held 7,387 shares of Interactive Brokers worth $643K as of Q2 2026.
  • Fisher Asset Management sold 42 Interactive Brokers shares in Q2 2026, an estimated $3.5K.
  • Interactive Brokers made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #764 holding.
  • Fisher Asset Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.