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Global Financial Private Client’s Interactive Brokers IBKR Stock Holding History

Global Financial Private Client’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 		$632K Buy
7,257
+993
+16% +$82.6K 0.17% 144
2026
Q1 		$420K Buy
6,264
+595
+10% +$42.5K 0.14% 169
2025
Q4 		$365K Buy
+5,669
New +$380K 0.13% 171
2025
Q2 		– Sell
-16
Closed -$662 – 844
2025
Q1 		$662 Buy
16
+8
+100% +$396 ﹤0.01% 1187
2024
Q4 		$353 Buy
+8
New +$337 ﹤0.01% 1059

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

Global Financial Private Client's IBKR Position: Q2 2026 in Review

Global Financial Private Client increased its Interactive Brokers (IBKR) stake by 16% in Q2 2026, buying an estimated $82.6K and bringing the position to 7,257 shares worth $632K. The position accounts for 0.17% of the portfolio, ranked #144.

Global Financial Private Client first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Global Financial Private Client held 7,257 shares of Interactive Brokers worth $632K as of Q2 2026.
  • Global Financial Private Client bought 993 Interactive Brokers shares in Q2 2026, an estimated $82.6K.
  • Interactive Brokers made up 0.17% of Global Financial Private Client's portfolio in Q2 2026, its #144 holding.
  • Global Financial Private Client first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.