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Harbor Investment Advisory’s Interactive Brokers IBKR Stock Holding History

Harbor Investment Advisory’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 		$17.4K Hold
200
– – ﹤0.01% 968
2026
Q1 		$13.4K Sell
200
-100
-33% -$7.14K ﹤0.01% 854
2025
Q4 		$19.3K Hold
300
– – ﹤0.01% 826
2025
Q3 		$20.6K Sell
300
-100
-25% -$6.29K ﹤0.01% 788
2025
Q2 		$22.2K Hold
400
– – ﹤0.01% 773
2025
Q1 		$16.6K Sell
400
-400
-50% -$19.8K ﹤0.01% 794
2024
Q4 		$35.3K Buy
800
+400
+100% +$16.8K ﹤0.01% 657
2024
Q3 		$13.9K Hold
400
– – ﹤0.01% 808
2024
Q2 		$12.3K Sell
400
-400
-50% -$11.9K ﹤0.01% 819
2024
Q1 		$22.3K Buy
800
+400
+100% +$9.96K ﹤0.01% 720
2023
Q4 		$8.29K Hold
400
– – ﹤0.01% 860
2023
Q3 		$8.66K Sell
400
-400
-50% -$8.9K ﹤0.01% 839
2023
Q2 		$16.6K Hold
800
– – ﹤0.01% 924
2023
Q1 		$16.5K Hold
800
– – ﹤0.01% 943
2022
Q4 		$14.5K Buy
+800
New +$14.9K ﹤0.01% 955

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Harbor Investment Advisory's IBKR Position: Q2 2026 in Review

Harbor Investment Advisory held its Interactive Brokers (IBKR) position steady in Q2 2026 at 200 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Harbor Investment Advisory first reported a position in IBKR in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.3K in Q4 2024. 611 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Harbor Investment Advisory held 200 shares of Interactive Brokers worth $17.4K as of Q2 2026.
  • Harbor Investment Advisory left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #968 holding.
  • Harbor Investment Advisory first reported a position in Interactive Brokers in Q4 2022 and has held it in 15 quarters since.
  • Harbor Investment Advisory's Interactive Brokers position peaked at $35.3K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.