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Mitchell McLeod Pugh & Williams’s Interactive Brokers IBKR Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$402K Buy
4,622
+302
+7% +$25.1K 0.05% 237
2026
Q1 		$290K Sell
4,320
-300
-6% -$21.4K 0.04% 247
2025
Q4 		$345K Buy
4,620
+1,175
+34% +$78.7K 0.05% 231
2025
Q3 		$236K Buy
+3,445
New +$217K 0.04% 257

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

Mitchell McLeod Pugh & Williams's IBKR Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Interactive Brokers (IBKR) stake by 7% in Q2 2026, buying an estimated $25.1K and bringing the position to 4,622 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #237.

Mitchell McLeod Pugh & Williams first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 4,622 shares of Interactive Brokers worth $402K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 302 Interactive Brokers shares in Q2 2026, an estimated $25.1K.
  • Interactive Brokers made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #237 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.