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Kingswood Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Kingswood Wealth Advisors’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 		$1.42M Sell
16,332
-523
-3% -$43.5K 0.06% 331
2026
Q1 		$1.13M Buy
16,855
+464
+3% +$33.1K 0.05% 353
2025
Q4 		$1.05M Buy
16,391
+12,162
+288% +$814K 0.05% 342
2025
Q3 		$291K Buy
4,229
+68
+2% +$4.28K 0.02% 641
2025
Q2 		$231K Buy
+4,161
New +$197K 0.02% 657

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

Kingswood Wealth Advisors's IBKR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 3.1% in Q2 2026, selling an estimated $43.5K and leaving 16,332 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #331.

Kingswood Wealth Advisors first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Kingswood Wealth Advisors held 16,332 shares of Interactive Brokers worth $1.42M as of Q2 2026.
  • Kingswood Wealth Advisors sold 523 Interactive Brokers shares in Q2 2026, an estimated $43.5K.
  • Interactive Brokers made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • Kingswood Wealth Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.