Kestra Investment Management’s Interactive Brokers IBKR Stock Holding History

Kestra Investment Management’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	$2.11M	Buy	24,280 +4,403	+22%	+$366K	0.04%	136
2026 Q1	$1.33M	Sell	19,877 -16,947	-46%	-$1.21M	0.02%	177
2025 Q4	$2.37M	Buy	36,824 +2,057	+6%	+$138K	0.06%	122
2025 Q3	$2.39M	Buy	34,767 +21,002	+153%	+$1.32M	0.06%	112
2025 Q2	$763K	Buy	13,765 +7,905	+135%	+$375K	0.02%	227
2025 Q1	$243K	Buy	5,860 +5,824	+16,178%	+$289K	0.01%	355
2024 Q4	$1.59K	Buy	+36	New	+$1.52K	﹤0.01%	1048

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

Kestra Investment Management's IBKR Position: Q2 2026 in Review

Kestra Investment Management increased its Interactive Brokers (IBKR) stake by 22% in Q2 2026, buying an estimated $366K and bringing the position to 24,280 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #136.

Kestra Investment Management first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Kestra Investment Management held 24,280 shares of Interactive Brokers worth $2.11M as of Q2 2026.
Kestra Investment Management bought 4,403 Interactive Brokers shares in Q2 2026, an estimated $366K.
Interactive Brokers made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #136 holding.
Kestra Investment Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's Interactive Brokers position peaked at $2.39M in Q3 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.