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Hughes Financial Services’s Interactive Brokers IBKR Stock Holding History

Hughes Financial Services’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 		$3.66K Buy
42
+19
+83% +$1.58K ﹤0.01% 610
2026
Q1 		$1.54K Buy
23
+11
+92% +$785 ﹤0.01% 667
2025
Q4 		$772 Hold
12
– – ﹤0.01% 795
2025
Q3 		$854 Hold
12
– – ﹤0.01% 759
2025
Q2 		$766 Buy
+12
New +$569 ﹤0.01% 773

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

Hughes Financial Services's IBKR Position: Q2 2026 in Review

Hughes Financial Services increased its Interactive Brokers (IBKR) stake by 83% in Q2 2026, buying an estimated $1.58K and bringing the position to 42 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Hughes Financial Services first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Hughes Financial Services held 42 shares of Interactive Brokers worth $3.66K as of Q2 2026.
  • Hughes Financial Services bought 19 Interactive Brokers shares in Q2 2026, an estimated $1.58K.
  • Interactive Brokers made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #610 holding.
  • Hughes Financial Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.