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Leeward Financial Partners’s Interactive Brokers IBKR Stock Holding History

Leeward Financial Partners’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 		$481K Sell
5,527
-29
-0.5% -$2.41K 0.13% 74
2026
Q1 		$373K Sell
5,556
-165
-3% -$11.8K 0.11% 73
2025
Q4 		$368K Sell
5,721
-1,064
-16% -$71.2K 0.1% 75
2025
Q3 		$467K Buy
6,785
+2,024
+43% +$127K 0.13% 67
2025
Q2 		$264K Sell
4,761
-723
-13% -$34.3K 0.08% 90
2025
Q1 		$227K Hold
5,484
– – 0.08% 79
2024
Q4 		$242K Sell
5,484
-1,156
-17% -$48.7K 0.09% 77
2024
Q3 		$231K Buy
6,640
+100
+2% +$3.1K 0.09% 81
2024
Q2 		$200K Buy
+6,540
New +$195K 0.08% 83
2023
Q4 		– Sell
-11,336
Closed -$245K – 90
2023
Q3 		$245K Hold
11,336
– – 0.14% 71
2023
Q2 		$235K Buy
+11,336
New +$224K 0.14% 77

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

Leeward Financial Partners's IBKR Position: Q2 2026 in Review

Leeward Financial Partners reduced its Interactive Brokers (IBKR) stake by 0.52% in Q2 2026, selling an estimated $2.41K and leaving 5,527 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #74.

Leeward Financial Partners first reported a position in IBKR in Q2 2023 and has held it in 11 quarters since. 1,107 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Leeward Financial Partners held 5,527 shares of Interactive Brokers worth $481K as of Q2 2026.
  • Leeward Financial Partners sold 29 Interactive Brokers shares in Q2 2026, an estimated $2.41K.
  • Interactive Brokers made up 0.13% of Leeward Financial Partners's portfolio in Q2 2026, its #74 holding.
  • Leeward Financial Partners first reported a position in Interactive Brokers in Q2 2023 and has held it in 11 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.