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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
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

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

Harfst & Associates's IBKR Position: Q2 2026 in Review

Harfst & Associates increased its Interactive Brokers (IBKR) stake by 1.9% in Q2 2026, buying an estimated $53.1K and bringing the position to 34,791 shares worth $3.03M. The position accounts for 0.47% of the portfolio, ranked #35.

Harfst & Associates first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Harfst & Associates held 34,791 shares of Interactive Brokers worth $3.03M as of Q2 2026.
  • Harfst & Associates bought 638 Interactive Brokers shares in Q2 2026, an estimated $53.1K.
  • Interactive Brokers made up 0.47% of Harfst & Associates's portfolio in Q2 2026, its #35 holding.
  • Harfst & Associates first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.