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Florida Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Florida Financial Advisors’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 		$204K Sell
2,337
-28,851
-93% -$2.4M 0.03% 353
2026
Q1 		$2.09M Buy
31,188
+5,624
+22% +$401K 0.5% 56
2025
Q4 		$1.64M Buy
25,564
+4,664
+22% +$312K 0.45% 61
2025
Q3 		$1.44M Buy
20,900
+6,429
+44% +$404K 0.44% 56
2025
Q2 		$802K Buy
14,471
+3,755
+35% +$178K 0.27% 89
2025
Q1 		$444K Buy
+10,716
New +$531K 0.18% 122

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

Florida Financial Advisors's IBKR Position: Q2 2026 in Review

Florida Financial Advisors reduced its Interactive Brokers (IBKR) stake by 93% in Q2 2026, selling an estimated $2.4M and leaving 2,337 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #353.

Florida Financial Advisors first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Florida Financial Advisors held 2,337 shares of Interactive Brokers worth $204K as of Q2 2026.
  • Florida Financial Advisors sold 28,851 Interactive Brokers shares in Q2 2026, an estimated $2.4M.
  • Interactive Brokers made up 0.03% of Florida Financial Advisors's portfolio in Q2 2026, its #353 holding.
  • Florida Financial Advisors first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • Florida Financial Advisors's Interactive Brokers position peaked at $2.09M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.