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Fortitude Family Office’s Interactive Brokers IBKR Stock Holding History

Fortitude Family Office’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 		$59K Buy
678
+5
+0.7% +$416 0.01% 262
2026
Q1 		$45.1K Buy
673
+42
+7% +$3K 0.01% 253
2025
Q4 		$40.6K Sell
631
-89
-12% -$5.96K 0.01% 271
2025
Q3 		$49.5K Buy
720
+8
+1% +$503 0.01% 245
2025
Q2 		$39.5K Sell
712
-136
-16% -$6.45K 0.01% 275
2025
Q1 		$35.1K Sell
848
-304
-26% -$15.1K 0.01% 287
2024
Q4 		$50.9K Buy
1,152
+592
+106% +$24.9K 0.02% 255
2024
Q3 		$19.5K Buy
+560
New +$17.3K 0.01% 422

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

Fortitude Family Office's IBKR Position: Q2 2026 in Review

Fortitude Family Office increased its Interactive Brokers (IBKR) stake by 0.74% in Q2 2026, buying an estimated $416 and bringing the position to 678 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #262.

Fortitude Family Office first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Fortitude Family Office held 678 shares of Interactive Brokers worth $59K as of Q2 2026.
  • Fortitude Family Office bought 5 Interactive Brokers shares in Q2 2026, an estimated $416.
  • Interactive Brokers made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #262 holding.
  • Fortitude Family Office first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.