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Lloyd Advisory Services’s Interactive Brokers IBKR Stock Holding History

Lloyd Advisory Services’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 		$24.7K Buy
+284
New +$23.6K 0.01% 298
2026
Q1 		– Sell
-510
Closed -$32.8K – 943
2025
Q4 		$32.8K Buy
+510
New +$34.1K 0.01% 273
2023
Q4 		– Sell
-34,540
Closed -$747K – 233
2023
Q3 		$747K Buy
+34,540
New +$768K 0.25% 95

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

Lloyd Advisory Services's IBKR Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Interactive Brokers (IBKR) in Q2 2026: 284 shares worth $24.7K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in IBKR as recently as Q4 2025.

Lloyd Advisory Services first reported a position in IBKR in Q3 2023 and has held it in 3 quarters since. The position peaked at $747K in Q3 2023. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Lloyd Advisory Services held 284 shares of Interactive Brokers worth $24.7K as of Q2 2026.
  • Interactive Brokers was a new Lloyd Advisory Services position in Q2 2026.
  • Interactive Brokers made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #298 holding.
  • Lloyd Advisory Services first reported a position in Interactive Brokers in Q3 2023 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Interactive Brokers position peaked at $747K in Q3 2023.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.