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New Age Alpha Advisors’s Interactive Brokers IBKR Stock Holding History

New Age Alpha Advisors’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 		$2.1M Sell
24,138
-511
-2% -$42.5K 0.09% 291
2026
Q1 		$1.65M Sell
24,649
-686
-3% -$49K 0.08% 332
2025
Q4 		$1.63M Sell
25,335
-39,908
-61% -$2.67M 0.07% 344
2025
Q3 		$4.49M Sell
65,243
-3,395
-5% -$214K 0.19% 155
2025
Q2 		$3.8M Sell
68,638
-20,502
-23% -$973K 0.17% 173
2025
Q1 		$3.69M Sell
89,140
-157,372
-64% -$7.8M 0.17% 191
2024
Q4 		$10.9M Buy
+246,512
New +$10.4M 0.44% 40

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

New Age Alpha Advisors's IBKR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Interactive Brokers (IBKR) stake by 2.1% in Q2 2026, selling an estimated $42.5K and leaving 24,138 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #291.

New Age Alpha Advisors first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • New Age Alpha Advisors held 24,138 shares of Interactive Brokers worth $2.1M as of Q2 2026.
  • New Age Alpha Advisors sold 511 Interactive Brokers shares in Q2 2026, an estimated $42.5K.
  • Interactive Brokers made up 0.09% of New Age Alpha Advisors's portfolio in Q2 2026, its #291 holding.
  • New Age Alpha Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Interactive Brokers position peaked at $10.9M in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.