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Freestone Grove Partners’s Interactive Brokers IBKR Stock Holding History

Freestone Grove 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 		$45.1M Buy
+518,245
New +$43.1M 0.29% 98
2025
Q2 		– Sell
-241,556
Closed -$10M – 752
2025
Q1 		$10M Buy
+241,556
New +$12M 0.1% 229

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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

Freestone Grove Partners's IBKR Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 518,245 shares worth $45.1M. The stake represents 0.29% of the portfolio and ranks #98 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in IBKR as recently as Q1 2025.

Freestone Grove Partners first reported a position in IBKR in Q1 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Freestone Grove Partners held 518,245 shares of Interactive Brokers worth $45.1M as of Q2 2026.
  • Interactive Brokers was a new Freestone Grove Partners position in Q2 2026.
  • Interactive Brokers made up 0.29% of Freestone Grove Partners's portfolio in Q2 2026, its #98 holding.
  • Freestone Grove Partners first reported a position in Interactive Brokers in Q1 2025 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 Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.