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FourThought Financial Partners’s Interactive Brokers IBKR Stock Holding History

FourThought Financial Partners’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 		$471K Sell
5,413
-58
-1% -$4.83K 0.04% 212
2026
Q1 		$367K Sell
5,471
-3,774
-41% -$269K 0.03% 225
2025
Q4 		$595K Buy
9,245
+172
+2% +$11.5K 0.05% 186
2025
Q3 		$624K Buy
9,073
+4,555
+101% +$287K 0.05% 170
2025
Q2 		$250K Buy
+4,518
New +$214K 0.02% 259
2025
Q1 		– Sell
-30,824
Closed -$1.36M – 325
2024
Q4 		$1.36M Sell
30,824
-2,464
-7% -$104K 0.14% 115
2024
Q3 		$1.16M Sell
33,288
-136
-0.4% -$4.21K 0.14% 102
2024
Q2 		$1.02M Sell
33,424
-1,136
-3% -$33.9K 0.13% 103
2024
Q1 		$965K Buy
34,560
+1,056
+3% +$26.3K 0.11% 133
2023
Q4 		$694K Sell
33,504
-400
-1% -$8.19K 0.09% 158
2023
Q3 		$734K Sell
33,904
-1,032
-3% -$23K 0.1% 145
2023
Q2 		$726K Buy
34,936
+2,200
+7% +$43.4K 0.1% 148
2023
Q1 		$676K Sell
32,736
-1,724
-5% -$35.1K 0.09% 153
2022
Q4 		$623K Buy
+34,460
New +$644K 0.09% 165

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

FourThought Financial Partners's IBKR Position: Q2 2026 in Review

FourThought Financial Partners reduced its Interactive Brokers (IBKR) stake by 1.1% in Q2 2026, selling an estimated $4.83K and leaving 5,413 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #212.

FourThought Financial Partners first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2024. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • FourThought Financial Partners held 5,413 shares of Interactive Brokers worth $471K as of Q2 2026.
  • FourThought Financial Partners sold 58 Interactive Brokers shares in Q2 2026, an estimated $4.83K.
  • Interactive Brokers made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #212 holding.
  • FourThought Financial Partners first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's Interactive Brokers position peaked at $1.36M in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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