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Keating Financial Advisory Services’s Interactive Brokers IBKR Stock Holding History

Keating Financial 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 		$16.5K Buy
190
+87
+84% +$7.24K ﹤0.01% 1053
2026
Q1 		$6.91K Sell
103
-151
-59% -$10.8K ﹤0.01% 1272
2025
Q4 		$16.3K Buy
+254
New +$17K ﹤0.01% 949

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Vanguard Capital Management
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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

Keating Financial Advisory Services's IBKR Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Interactive Brokers (IBKR) stake by 84% in Q2 2026, buying an estimated $7.24K and bringing the position to 190 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Keating Financial Advisory Services first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Keating Financial Advisory Services held 190 shares of Interactive Brokers worth $16.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 87 Interactive Brokers shares in Q2 2026, an estimated $7.24K.
  • Interactive Brokers made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1053 holding.
  • Keating Financial Advisory Services first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.