Focus Partners Wealth
IBKR icon

Focus Partners Wealth’s Interactive Brokers IBKR Stock Holding History

Focus Partners Wealth’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 		$3.44M Buy
39,565
+4,247
+12% +$353K ﹤0.01% 1111
2026
Q1 		$2.37M Buy
35,318
+9,751
+38% +$696K ﹤0.01% 1245
2025
Q4 		$1.64M Buy
25,567
+20,585
+413% +$1.38M ﹤0.01% 1413
2025
Q3 		$343K Sell
4,982
-4,070
-45% -$256K ﹤0.01% 1783
2025
Q2 		$502K Buy
9,052
+3,212
+55% +$152K ﹤0.01% 1439
2025
Q1 		$242K Sell
5,840
-2,884
-33% -$143K ﹤0.01% 1679
2024
Q4 		$385K Buy
+8,724
New +$367K ﹤0.01% 1440

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 Wealth's IBKR Position: Q2 2026 in Review

Focus Partners Wealth increased its Interactive Brokers (IBKR) stake by 12% in Q2 2026, buying an estimated $353K and bringing the position to 39,565 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Focus Partners Wealth first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Focus Partners Wealth held 39,565 shares of Interactive Brokers worth $3.44M as of Q2 2026.
  • Focus Partners Wealth bought 4,247 Interactive Brokers shares in Q2 2026, an estimated $353K.
  • Interactive Brokers made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1111 holding.
  • Focus Partners Wealth first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.