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Patten Group’s Interactive Brokers IBKR Stock Holding History

Patten Group’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 		$261K Sell
3,000
-114
-4% -$9.49K 0.04% 303
2026
Q1 		$209K Sell
3,114
-8,264
-73% -$590K 0.04% 292
2025
Q4 		$732K Buy
+11,378
New +$762K 0.14% 160

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

Patten Group's IBKR Position: Q2 2026 in Review

Patten Group reduced its Interactive Brokers (IBKR) stake by 3.7% in Q2 2026, selling an estimated $9.49K and leaving 3,000 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #303.

Patten Group first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $732K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Patten Group held 3,000 shares of Interactive Brokers worth $261K as of Q2 2026.
  • Patten Group sold 114 Interactive Brokers shares in Q2 2026, an estimated $9.49K.
  • Interactive Brokers made up 0.04% of Patten Group's portfolio in Q2 2026, its #303 holding.
  • Patten Group first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • Patten Group's Interactive Brokers position peaked at $732K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.