Lido Advisors
IBKR icon

Lido Advisors’s Interactive Brokers IBKR Stock Holding History

Lido 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 		$2.1M Buy
24,179
+6,484
+37% +$540K 0.01% 781
2026
Q1 		$1.19M Buy
17,695
+8,959
+103% +$639K ﹤0.01% 898
2025
Q4 		$599K Buy
8,736
+70
+0.8% +$4.69K ﹤0.01% 1224
2025
Q3 		$596K Buy
8,666
+37
+0.4% +$2.33K ﹤0.01% 1164
2025
Q2 		$478K Buy
8,629
+769
+10% +$36.5K ﹤0.01% 1123
2025
Q1 		$325K Sell
7,860
-192
-2% -$9.51K ﹤0.01% 1180
2024
Q4 		$356K Buy
8,052
+1,648
+26% +$69.4K ﹤0.01% 1135
2024
Q3 		$223K Buy
+6,404
New +$198K ﹤0.01% 1284

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

Lido Advisors's IBKR Position: Q2 2026 in Review

Lido Advisors increased its Interactive Brokers (IBKR) stake by 37% in Q2 2026, buying an estimated $540K and bringing the position to 24,179 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #781.

Lido Advisors first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Lido Advisors held 24,179 shares of Interactive Brokers worth $2.1M as of Q2 2026.
  • Lido Advisors bought 6,484 Interactive Brokers shares in Q2 2026, an estimated $540K.
  • Interactive Brokers made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #781 holding.
  • Lido Advisors first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.