Pacific Excel Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Pacific Excel Wealth 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	$565K	Buy	+6,491	New	+$540K	0.22%	89

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Excel Wealth Advisors's IBKR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 6,491 shares worth $565K. The stake represents 0.22% of the portfolio and ranks #89 among its holdings.

1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Pacific Excel Wealth Advisors held 6,491 shares of Interactive Brokers worth $565K as of Q2 2026.
Interactive Brokers was a new Pacific Excel Wealth Advisors position in Q2 2026.
Interactive Brokers made up 0.22% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #89 holding.
1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.