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LifeSteps Financial’s Interactive Brokers IBKR Stock Holding History

LifeSteps Financial’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 		$42.6K Buy
+490
New +$40.8K 0.02% 227

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

LifeSteps Financial's IBKR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Interactive Brokers (IBKR) in Q2 2026: 490 shares worth $42.6K. The stake represents 0.02% of the portfolio and ranks #227 among its holdings.

354 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • LifeSteps Financial held 490 shares of Interactive Brokers worth $42.6K as of Q2 2026.
  • Interactive Brokers was a new LifeSteps Financial position in Q2 2026.
  • Interactive Brokers made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #227 holding.
  • 354 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.