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HFM Investment Advisors’s Interactive Brokers IBKR Stock Holding History

HFM Investment Advisors’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 		$610 Buy
7
+4
+133% +$333 ﹤0.01% 926
2026
Q1 		$201 Hold
3
– – ﹤0.01% 989
2025
Q4 		$193 Sell
3
-3
-50% -$201 ﹤0.01% 1033
2025
Q3 		$413 Buy
6
+2
+50% +$126 ﹤0.01% 747
2025
Q2 		$222 Hold
4
– – ﹤0.01% 950
2025
Q1 		$166 Buy
+4
New +$198 ﹤0.01% 699

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

HFM Investment Advisors's IBKR Position: Q2 2026 in Review

HFM Investment Advisors increased its Interactive Brokers (IBKR) stake by 133% in Q2 2026, buying an estimated $333 and bringing the position to 7 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #926.

HFM Investment Advisors first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Interactive Brokers worth $610 as of Q2 2026.
  • HFM Investment Advisors bought 4 Interactive Brokers shares in Q2 2026, an estimated $333.
  • Interactive Brokers made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #926 holding.
  • HFM Investment Advisors first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.