Insigneo Advisory Services’s Interactive Brokers IBKR Stock Holding History

Insigneo Advisory 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	$329K	Sell	3,779 -723	-16%	-$60.2K	0.01%	604
2026 Q1	$302K	Buy	4,502 +38	+0.9%	+$2.71K	0.02%	502
2025 Q4	$287K	Buy	4,464 +1,251	+39%	+$83.7K	0.02%	526
2025 Q3	$221K	Buy	+3,213	New	+$202K	0.02%	609

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

Insigneo Advisory Services's IBKR Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Interactive Brokers (IBKR) stake by 16% in Q2 2026, selling an estimated $60.2K and leaving 3,779 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #604.

Insigneo Advisory Services first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Insigneo Advisory Services held 3,779 shares of Interactive Brokers worth $329K as of Q2 2026.
Insigneo Advisory Services sold 723 Interactive Brokers shares in Q2 2026, an estimated $60.2K.
Interactive Brokers made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #604 holding.
Insigneo Advisory Services first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.