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NewEdge Advisors’s Interactive Brokers IBKR Stock Holding History

NewEdge 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 		$1.83M Buy
21,042
+6,058
+40% +$504K 0.01% 1270
2026
Q1 		$1M Sell
14,984
-22,390
-60% -$1.6M ﹤0.01% 1503
2025
Q4 		$2.4M Buy
37,374
+20,243
+118% +$1.36M 0.01% 979
2025
Q3 		$1.18M Buy
17,131
+13,424
+362% +$845K 0.01% 1304
2025
Q2 		$205K Sell
3,707
-1,845
-33% -$87.5K ﹤0.01% 2209
2025
Q1 		$230K Sell
5,552
-6,316
-53% -$313K ﹤0.01% 2031
2024
Q4 		$524K Buy
11,868
+6,360
+115% +$268K ﹤0.01% 1522
2024
Q3 		$192K Buy
5,508
+152
+3% +$4.71K ﹤0.01% 2010
2024
Q2 		$164K Buy
5,356
+628
+13% +$18.7K ﹤0.01% 1977
2024
Q1 		$132K Sell
4,728
-452
-9% -$11.3K ﹤0.01% 1981
2023
Q4 		$107K Sell
5,180
-10,664
-67% -$218K ﹤0.01% 1923
2023
Q3 		$343K Buy
15,844
+2,656
+20% +$59.1K ﹤0.01% 1358
2023
Q2 		$274K Buy
+13,188
New +$260K ﹤0.01% 1495
2023
Q1 		– Sell
-596
Closed -$10.8K – 3761
2022
Q4 		$10.8K Buy
+596
New +$11.1K ﹤0.01% 2351
2018
Q4 		– Sell
-25,244
Closed -$349K – 665
2018
Q3 		$349K Buy
+25,244
New +$383K 0.03% 455

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

NewEdge Advisors's IBKR Position: Q2 2026 in Review

NewEdge Advisors increased its Interactive Brokers (IBKR) stake by 40% in Q2 2026, buying an estimated $504K and bringing the position to 21,042 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #1270.

NewEdge Advisors first reported a position in IBKR in Q3 2018 and has held it in 15 quarters since. The position peaked at $2.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • NewEdge Advisors held 21,042 shares of Interactive Brokers worth $1.83M as of Q2 2026.
  • NewEdge Advisors bought 6,058 Interactive Brokers shares in Q2 2026, an estimated $504K.
  • Interactive Brokers made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1270 holding.
  • NewEdge Advisors first reported a position in Interactive Brokers in Q3 2018 and has held it in 15 quarters since.
  • NewEdge Advisors's Interactive Brokers position peaked at $2.4M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.