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Focus Partners Advisor Solutions’s Interactive Brokers IBKR Stock Holding History

Focus Partners Advisor Solutions’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
-3,361
Closed -$225K – 1327
2026
Q1 		$225K Buy
+3,361
New +$240K ﹤0.01% 1104
2025
Q4 		– Sell
-4,376
Closed -$299K – 1181
2025
Q3 		$299K Buy
+4,376
New +$275K ﹤0.01% 906
2025
Q2 		– Sell
-7,176
Closed -$297K – 1130
2025
Q1 		$297K Sell
7,176
-540
-7% -$26.8K ﹤0.01% 755
2024
Q4 		$341K Buy
+7,716
New +$325K 0.01% 569

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

Focus Partners Advisor Solutions's IBKR Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 3,361 shares — an estimated $225K sold.

Focus Partners Advisor Solutions first reported a position in IBKR in Q4 2024 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,361 Interactive Brokers shares in Q2 2026, an estimated $225K.
  • Focus Partners Advisor Solutions first reported a position in Interactive Brokers in Q4 2024 and held it in 4 quarters.
  • Focus Partners Advisor Solutions's Interactive Brokers position peaked at $341K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.