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Havemeyer Place’s Interactive Brokers IBKR Stock Holding History

Havemeyer Place’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 		$3.89M Buy
44,640
+21,476
+93% +$1.79M 0.38% 73
2026
Q1 		$1.55M Buy
23,164
+16,863
+268% +$1.2M 0.18% 208
2025
Q4 		$405K Buy
+6,301
New +$422K 0.08% 352

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

Havemeyer Place's IBKR Position: Q2 2026 in Review

Havemeyer Place increased its Interactive Brokers (IBKR) stake by 93% in Q2 2026, buying an estimated $1.79M and bringing the position to 44,640 shares worth $3.89M. The position accounts for 0.38% of the portfolio, ranked #73.

Havemeyer Place first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Havemeyer Place held 44,640 shares of Interactive Brokers worth $3.89M as of Q2 2026.
  • Havemeyer Place bought 21,476 Interactive Brokers shares in Q2 2026, an estimated $1.79M.
  • Interactive Brokers made up 0.38% of Havemeyer Place's portfolio in Q2 2026, its #73 holding.
  • Havemeyer Place first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.