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Founders Financial Alliance’s Interactive Brokers IBKR Stock Holding History

Founders Financial Alliance’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 		$227K Buy
+2,612
New +$217K 0.03% 399
2020
Q4 		– Sell
-320
Closed -$4K – 815
2020
Q3 		$4K Buy
+320
New +$3.99K ﹤0.01% 1052

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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

Founders Financial Alliance's IBKR Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,612 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in IBKR as recently as Q3 2020.

Founders Financial Alliance first reported a position in IBKR in Q3 2020 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Founders Financial Alliance held 2,612 shares of Interactive Brokers worth $227K as of Q2 2026.
  • Interactive Brokers was a new Founders Financial Alliance position in Q2 2026.
  • Interactive Brokers made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #399 holding.
  • Founders Financial Alliance first reported a position in Interactive Brokers in Q3 2020 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.