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PFG Advisors’s Interactive Brokers IBKR Stock Holding History

PFG 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 		$1.52M Buy
17,408
+2,968
+21% +$247K 0.08% 285
2026
Q1 		$969K Buy
14,440
+1,385
+11% +$98.9K 0.05% 388
2025
Q4 		$840K Buy
13,055
+2,732
+26% +$183K 0.04% 414
2025
Q3 		$710K Buy
+10,323
New +$649K 0.03% 467

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

PFG Advisors's IBKR Position: Q2 2026 in Review

PFG Advisors increased its Interactive Brokers (IBKR) stake by 21% in Q2 2026, buying an estimated $247K and bringing the position to 17,408 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #285.

PFG Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • PFG Advisors held 17,408 shares of Interactive Brokers worth $1.52M as of Q2 2026.
  • PFG Advisors bought 2,968 Interactive Brokers shares in Q2 2026, an estimated $247K.
  • Interactive Brokers made up 0.08% of PFG Advisors's portfolio in Q2 2026, its #285 holding.
  • PFG Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.