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Lugano Financial Advisors SA (LFA)’s Interactive Brokers IBKR Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$50.1K Hold
576
– – 0.03% 160
2026
Q1 		$38.6K Hold
576
– – 0.02% 165
2025
Q4 		$37K Hold
576
– – 0.02% 169
2025
Q3 		$39.6K Hold
576
– – 0.02% 158
2025
Q2 		$31.9K Buy
+576
New +$27.3K 0.02% 157

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Lugano Financial Advisors SA (LFA)'s IBKR Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Interactive Brokers (IBKR) position steady in Q2 2026 at 576 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #160.

Lugano Financial Advisors SA (LFA) first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 576 shares of Interactive Brokers worth $50.1K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #160 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.