Janney Montgomery Scott
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Janney Montgomery Scott’s Interactive Brokers IBKR Stock Holding History

Janney Montgomery Scott’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 		$13.7M Sell
157,787
-41,783
-21% -$3.48M 0.03% 569
2026
Q1 		$13.4M Sell
199,570
-2,578
-1% -$184K 0.03% 470
2025
Q4 		$13M Sell
202,148
-11,874
-6% -$795K 0.03% 503
2025
Q3 		$14.7M Sell
214,022
-8,128
-4% -$511K 0.03% 469
2025
Q2 		$12.3M Sell
222,150
-72,930
-25% -$3.46M 0.03% 477
2025
Q1 		$12.2M Sell
295,080
-5,328
-2% -$264K 0.03% 470
2024
Q4 		$13.3M Sell
300,408
-6,544
-2% -$276K 0.04% 453
2024
Q3 		$10.7M Buy
306,952
+1,112
+0.4% +$34.4K 0.03% 515
2024
Q2 		$9.37M Buy
305,840
+18,856
+7% +$563K 0.03% 530
2024
Q1 		$8.02M Buy
286,984
+6,836
+2% +$170K 0.02% 604
2023
Q4 		$5.81M Sell
280,148
-445,600
-61% -$9.12M 0.02% 676
2023
Q3 		$15.7M Buy
725,748
+1,304
+0.2% +$29K 0.06% 312
2023
Q2 		$15M Buy
724,444
+65,480
+10% +$1.29M 0.05% 338
2023
Q1 		$13.6M Buy
658,964
+320,272
+95% +$6.52M 0.06% 323
2022
Q4 		$6.13M Sell
338,692
-1,884
-0.6% -$35.2K 0.02% 597
2022
Q3 		$5.44M Buy
340,576
+3,884
+1% +$59.8K 0.02% 591
2022
Q2 		$4.63M Sell
336,692
-20,088
-6% -$298K 0.02% 620
2022
Q1 		$5.88M Sell
356,780
-19,504
-5% -$336K 0.03% 550
2021
Q4 		$7.47M Buy
376,284
+1,748
+0.5% +$32.5K 0.03% 492
2021
Q3 		$5.84M Buy
374,536
+11,516
+3% +$181K 0.03% 548
2021
Q2 		$5.96M Buy
363,020
+17,268
+5% +$299K 0.03% 533
2021
Q1 		$6.31M Buy
345,752
+115,504
+50% +$2.08M 0.03% 474
2020
Q4 		$3.51M Buy
230,248
+15,252
+7% +$202K 0.02% 649
2020
Q3 		$2.6M Buy
214,996
+30,456
+17% +$380K 0.01% 704
2020
Q2 		$1.93M Buy
184,540
+22,660
+14% +$237K 0.01% 779
2020
Q1 		$1.75M Buy
161,880
+5,200
+3% +$62.9K 0.01% 746
2019
Q4 		$1.83M Sell
156,680
-16,488
-10% -$193K 0.01% 834
2019
Q3 		$2.32M Buy
173,168
+4,648
+3% +$57.8K 0.02% 696
2019
Q2 		$2.31M Buy
168,520
+920
+0.5% +$12.5K 0.02% 682
2019
Q1 		$2.18M Buy
+167,600
New +$2.2M 0.02% 667

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

Janney Montgomery Scott's IBKR Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Interactive Brokers (IBKR) stake by 21% in Q2 2026, selling an estimated $3.48M and leaving 157,787 shares worth $13.7M. The position accounts for 0.03% of the portfolio, ranked #569.

Janney Montgomery Scott first reported a position in IBKR in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.7M in Q3 2023. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Janney Montgomery Scott held 157,787 shares of Interactive Brokers worth $13.7M as of Q2 2026.
  • Janney Montgomery Scott sold 41,783 Interactive Brokers shares in Q2 2026, an estimated $3.48M.
  • Interactive Brokers made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #569 holding.
  • Janney Montgomery Scott first reported a position in Interactive Brokers in Q1 2019 and has held it in 30 quarters since.
  • Janney Montgomery Scott's Interactive Brokers position peaked at $15.7M in Q3 2023.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.