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Petra Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Petra Financial 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 		$975K Buy
11,199
+846
+8% +$70.4K 0.45% 55
2026
Q1 		$694K Buy
10,353
+239
+2% +$17.1K 0.43% 65
2025
Q4 		$650K Sell
10,114
-107
-1% -$7.16K 0.38% 74
2025
Q3 		$703K Buy
10,221
+167
+2% +$10.5K 0.41% 67
2025
Q2 		$557K Buy
10,054
+4,830
+92% +$229K 0.35% 77
2025
Q1 		$216K Buy
+5,224
New +$259K 0.18% 114

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Petra Financial Advisors's IBKR Position: Q2 2026 in Review

Petra Financial Advisors increased its Interactive Brokers (IBKR) stake by 8.2% in Q2 2026, buying an estimated $70.4K and bringing the position to 11,199 shares worth $975K. The position accounts for 0.45% of the portfolio, ranked #55.

Petra Financial Advisors first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Petra Financial Advisors held 11,199 shares of Interactive Brokers worth $975K as of Q2 2026.
  • Petra Financial Advisors bought 846 Interactive Brokers shares in Q2 2026, an estimated $70.4K.
  • Interactive Brokers made up 0.45% of Petra Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Petra Financial Advisors first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.