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Laird Norton Wetherby Trust Company’s Interactive Brokers IBKR Stock Holding History

Laird Norton Wetherby Trust Company’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 		$698K Buy
8,023
+37
+0.5% +$3.08K 0.01% 621
2026
Q1 		$536K Buy
7,986
+369
+5% +$26.3K 0.01% 671
2025
Q4 		$490K Buy
+7,617
New +$510K 0.01% 721

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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

Laird Norton Wetherby Trust Company's IBKR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Interactive Brokers (IBKR) stake by 0.46% in Q2 2026, buying an estimated $3.08K and bringing the position to 8,023 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #621.

Laird Norton Wetherby Trust Company 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.

  • Laird Norton Wetherby Trust Company held 8,023 shares of Interactive Brokers worth $698K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 37 Interactive Brokers shares in Q2 2026, an estimated $3.08K.
  • Interactive Brokers made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #621 holding.
  • Laird Norton Wetherby Trust Company 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 Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.