LBWM
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Left Brain Wealth Management’s Interactive Brokers IBKR Stock Holding History

Left Brain Wealth Management’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 		$5.4M Buy
61,984
+19,529
+46% +$1.63M 1.63% 23
2026
Q1 		$2.85M Buy
+42,455
New +$3.03M 1.12% 34
2025
Q2 		– Sell
-81,376
Closed -$3.37M – 106
2025
Q1 		$3.37M Buy
81,376
+75,244
+1,227% +$3.73M 1.47% 27
2024
Q4 		$271K Buy
+6,132
New +$258K 0.1% 82

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

Left Brain Wealth Management's IBKR Position: Q2 2026 in Review

Left Brain Wealth Management increased its Interactive Brokers (IBKR) stake by 46% in Q2 2026, buying an estimated $1.63M and bringing the position to 61,984 shares worth $5.4M. The position accounts for 1.63% of the portfolio, ranked #23.

Left Brain Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Left Brain Wealth Management held 61,984 shares of Interactive Brokers worth $5.4M as of Q2 2026.
  • Left Brain Wealth Management bought 19,529 Interactive Brokers shares in Q2 2026, an estimated $1.63M.
  • Interactive Brokers made up 1.63% of Left Brain Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Left Brain Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.