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Legacy Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Legacy Financial 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 		$262K Sell
3,012
-62
-2% -$5.16K 0.03% 373
2026
Q1 		$206K Buy
+3,074
New +$219K 0.03% 391
2025
Q3 		– Sell
-3,648
Closed -$202K – 430
2025
Q2 		$202K Buy
+3,648
New +$173K 0.03% 336
2019
Q2 		– Sell
-40
Closed -$1K – 470
2019
Q1 		$1K Buy
+40
New +$526 ﹤0.01% 976
2018
Q3 		– Sell
-3,688
Closed -$57K – 907
2018
Q2 		$57K Buy
+3,688
New +$66.8K 0.02% 228

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

Legacy Financial Advisors's IBKR Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Interactive Brokers (IBKR) stake by 2% in Q2 2026, selling an estimated $5.16K and leaving 3,012 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #373.

Legacy Financial Advisors first reported a position in IBKR in Q2 2018 and has held it in 5 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Legacy Financial Advisors held 3,012 shares of Interactive Brokers worth $262K as of Q2 2026.
  • Legacy Financial Advisors sold 62 Interactive Brokers shares in Q2 2026, an estimated $5.16K.
  • Interactive Brokers made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #373 holding.
  • Legacy Financial Advisors first reported a position in Interactive Brokers in Q2 2018 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 Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.