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Mather Group’s Interactive Brokers IBKR Stock Holding History

Mather Group’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 		$33.5K Buy
385
+62
+19% +$5.16K ﹤0.01% 1202
2026
Q1 		$21.7K Buy
+323
New +$23.1K ﹤0.01% 1257
2025
Q4 		– Sell
-293
Closed -$20.2K – 1096
2025
Q3 		$20.2K Buy
+293
New +$18.4K ﹤0.01% 1119
2025
Q2 		– Sell
-276
Closed -$11.4K – 1112
2025
Q1 		$11.4K Hold
276
– – ﹤0.01% 1221
2024
Q4 		$12.2K Buy
+276
New +$11.6K ﹤0.01% 1195

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

Mather Group's IBKR Position: Q2 2026 in Review

Mather Group increased its Interactive Brokers (IBKR) stake by 19% in Q2 2026, buying an estimated $5.16K and bringing the position to 385 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Mather Group first reported a position in IBKR in Q4 2024 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mather Group held 385 shares of Interactive Brokers worth $33.5K as of Q2 2026.
  • Mather Group bought 62 Interactive Brokers shares in Q2 2026, an estimated $5.16K.
  • Interactive Brokers made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1202 holding.
  • Mather Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 5 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.