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Pension & Wealth Management Advisors’s Interactive Brokers IBKR Stock Holding History

Pension & Wealth Management 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 		$333K Buy
3,824
+767
+25% +$63.8K 0.09% 136
2026
Q1 		$205K Buy
3,057
+857
+39% +$61.2K 0.06% 166
2025
Q4 		$141K Buy
+2,200
New +$147K 0.04% 196

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's IBKR Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Interactive Brokers (IBKR) stake by 25% in Q2 2026, buying an estimated $63.8K and bringing the position to 3,824 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #136.

Pension & Wealth Management Advisors first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,824 shares of Interactive Brokers worth $333K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 767 Interactive Brokers shares in Q2 2026, an estimated $63.8K.
  • Interactive Brokers made up 0.09% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #136 holding.
  • Pension & Wealth Management Advisors first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.