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Golden State Equity Partners’s Interactive Brokers IBKR Stock Holding History

Golden State Equity 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 		$2.52K Sell
29
-4,889
-99% -$407K 0.01% 316
2026
Q1 		$330K Buy
4,918
+1,116
+29% +$79.7K 0.02% 553
2025
Q4 		$245K Buy
+3,802
New +$255K 0.04% 435
2024
Q4 		– Sell
-1,264
Closed -$44K – 643
2024
Q3 		$44K Buy
+1,264
New +$39.1K 0.01% 552

Other funds holding IBKR

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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

Golden State Equity Partners's IBKR Position: Q2 2026 in Review

Golden State Equity Partners reduced its Interactive Brokers (IBKR) stake by 99% in Q2 2026, selling an estimated $407K and leaving 29 shares worth $2.52K. The position accounts for 0.01% of the portfolio, ranked #316.

Golden State Equity Partners first reported a position in IBKR in Q3 2024 and has held it in 4 quarters since. The position peaked at $330K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Golden State Equity Partners held 29 shares of Interactive Brokers worth $2.52K as of Q2 2026.
  • Golden State Equity Partners sold 4,889 Interactive Brokers shares in Q2 2026, an estimated $407K.
  • Interactive Brokers made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #316 holding.
  • Golden State Equity Partners first reported a position in Interactive Brokers in Q3 2024 and has held it in 4 quarters since.
  • Golden State Equity Partners's Interactive Brokers position peaked at $330K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.