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Larson Financial Group’s Interactive Brokers IBKR Stock Holding History

Larson Financial Group’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 		$192K Buy
2,211
+200
+10% +$16.6K 0.01% 866
2026
Q1 		$135K Sell
2,011
-528
-21% -$37.7K ﹤0.01% 866
2025
Q4 		$163K Sell
2,539
-68
-3% -$4.55K 0.01% 758
2025
Q3 		$179K Sell
2,607
-2,520
-49% -$159K 0.01% 722
2025
Q2 		$284K Buy
5,127
+4,863
+1,842% +$231K 0.01% 589
2025
Q1 		$10.8K Buy
264
+32
+14% +$1.59K ﹤0.01% 1604
2024
Q4 		$10.3K Buy
232
+20
+9% +$842 ﹤0.01% 1474
2024
Q3 		$7.44K Buy
212
+8
+4% +$248 ﹤0.01% 1586
2024
Q2 		$6.29K Hold
204
– – ﹤0.01% 1388
2024
Q1 		$5.72K Sell
204
-224
-52% -$5.58K ﹤0.01% 1164
2023
Q4 		$8.88K Buy
428
+4
+0.9% +$82 ﹤0.01% 1047
2023
Q3 		$9.18K Hold
424
– – ﹤0.01% 1022
2023
Q2 		$8.81K Buy
424
+200
+89% +$3.95K ﹤0.01% 975
2023
Q1 		$4.62K Hold
224
– – ﹤0.01% 1104
2022
Q4 		$4.05K Hold
224
– – ﹤0.01% 1073
2022
Q3 		$4K Hold
224
– – ﹤0.01% 995
2022
Q2 		$3K Buy
+224
New +$3.33K ﹤0.01% 961

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

Larson Financial Group's IBKR Position: Q2 2026 in Review

Larson Financial Group increased its Interactive Brokers (IBKR) stake by 9.9% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,211 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #866.

Larson Financial Group first reported a position in IBKR in Q2 2022 and has held it in 17 quarters since. The position peaked at $284K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Larson Financial Group held 2,211 shares of Interactive Brokers worth $192K as of Q2 2026.
  • Larson Financial Group bought 200 Interactive Brokers shares in Q2 2026, an estimated $16.6K.
  • Interactive Brokers made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #866 holding.
  • Larson Financial Group first reported a position in Interactive Brokers in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Interactive Brokers position peaked at $284K in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.