P
IBKR icon

&Partners’s Interactive Brokers IBKR Stock Holding History

&Partners’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 		$6.31M Buy
72,598
+2,532
+4% +$211K 0.03% 515
2026
Q1 		$4.71M Buy
70,066
+6,613
+10% +$472K 0.02% 541
2025
Q4 		$4.08M Buy
63,453
+31
+0% +$2.08K 0.02% 569
2025
Q3 		$4.36M Buy
63,422
+5,557
+10% +$350K 0.03% 473
2025
Q2 		$3.2M Buy
57,865
+6,325
+12% +$300K 0.02% 489
2025
Q1 		$2.12M Buy
51,540
+6,572
+15% +$326K 0.02% 520
2024
Q4 		$2.07M Buy
44,968
+13,816
+44% +$582K 0.02% 490
2024
Q3 		$1.09M Buy
31,152
+13,764
+79% +$426K 0.02% 543
2024
Q2 		$533K Buy
+17,388
New +$519K 0.02% 516

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

&Partners's IBKR Position: Q2 2026 in Review

&Partners increased its Interactive Brokers (IBKR) stake by 3.6% in Q2 2026, buying an estimated $211K and bringing the position to 72,598 shares worth $6.31M. The position accounts for 0.03% of the portfolio, ranked #515.

&Partners first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • &Partners held 72,598 shares of Interactive Brokers worth $6.31M as of Q2 2026.
  • &Partners bought 2,532 Interactive Brokers shares in Q2 2026, an estimated $211K.
  • Interactive Brokers made up 0.03% of &Partners's portfolio in Q2 2026, its #515 holding.
  • &Partners first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.