Harfst & Associates’s Interactive Brokers IBKR Stock Holding History

Harfst & Associates’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 Q3	$2.98M	Buy	34,830 +39	+0.1%	+$3.57K	0.45%	37
2026 Q2	$3.03M	Buy	34,791 +638	+2%	+$53.1K	0.47%	35
2026 Q1	$2.29M	Buy	34,153 +1,420	+4%	+$101K	0.41%	42
2025 Q4	$2.11M	Sell	32,733 -756	-2%	-$50.6K	0.38%	43
2025 Q3	$2.3M	Buy	33,489 +15	+0%	+$944	0.43%	40
2025 Q2	$1.85M	Buy	33,474 +18,806	+128%	+$892K	0.38%	45
2025 Q1	$607K	Buy	+14,668	New	+$727K	0.14%	89

Other funds holding IBKR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Harfst & Associates's IBKR Position: Q3 2026 in Review

Harfst & Associates increased its Interactive Brokers (IBKR) stake by 0.11% in Q3 2026, buying an estimated $3.57K and bringing the position to 34,830 shares worth $2.98M. The position accounts for 0.45% of the portfolio, ranked #37.

Harfst & Associates first reported a position in IBKR in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.03M in Q2 2026. 837 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Harfst & Associates held 34,830 shares of Interactive Brokers worth $2.98M as of Q3 2026.
Harfst & Associates bought 39 Interactive Brokers shares in Q3 2026, an estimated $3.57K.
Interactive Brokers made up 0.45% of Harfst & Associates's portfolio in Q3 2026, its #37 holding.
Harfst & Associates first reported a position in Interactive Brokers in Q1 2025 and has held it in 7 quarters since.
Harfst & Associates's Interactive Brokers position peaked at $3.03M in Q2 2026.
837 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.