Independent Financial Group’s Interactive Brokers IBKR Stock Holding History

Independent Financial Group’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	$204K	Sell	2,340 -7,620	-77%	-$634K	﹤0.01%	1473
2026 Q1	$668K	Sell	9,960 -4,756	-32%	-$339K	0.02%	784
2025 Q4	$946K	Buy	14,716 +10,940	+290%	+$732K	0.02%	640
2025 Q3	$260K	Buy	3,776 +48	+1%	+$3.02K	0.01%	1153
2025 Q2	$207K	Sell	3,728 -5,364	-59%	-$254K	0.01%	1212
2025 Q1	$376K	Buy	9,092 +4,140	+84%	+$205K	0.01%	826
2024 Q4	$219K	Sell	4,952 -6,360	-56%	-$268K	0.01%	1055
2024 Q3	$394K	Buy	+11,312	New	+$350K	0.01%	754

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Financial Group's IBKR Position: Q2 2026 in Review

Independent Financial Group reduced its Interactive Brokers (IBKR) stake by 77% in Q2 2026, selling an estimated $634K and leaving 2,340 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Independent Financial Group first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. The position peaked at $946K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Independent Financial Group held 2,340 shares of Interactive Brokers worth $204K as of Q2 2026.
Independent Financial Group sold 7,620 Interactive Brokers shares in Q2 2026, an estimated $634K.
Interactive Brokers made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1473 holding.
Independent Financial Group first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Interactive Brokers position peaked at $946K in Q4 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.