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Kestra Private Wealth Services’s Interactive Brokers IBKR Stock Holding History

Kestra Private Wealth 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 		$1.56M Buy
17,905
+8,247
+85% +$686K 0.02% 685
2026
Q1 		$648K Buy
+9,658
New +$689K 0.01% 1071

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kestra Private Wealth Services's IBKR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Interactive Brokers (IBKR) stake by 85% in Q2 2026, buying an estimated $686K and bringing the position to 17,905 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #685.

Kestra Private Wealth Services first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Kestra Private Wealth Services held 17,905 shares of Interactive Brokers worth $1.56M as of Q2 2026.
  • Kestra Private Wealth Services bought 8,247 Interactive Brokers shares in Q2 2026, an estimated $686K.
  • Interactive Brokers made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #685 holding.
  • Kestra Private Wealth Services first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.