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PFG Investments’s Interactive Brokers IBKR Stock Holding History

PFG Investments’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 		$1.16M Hold
13,361
– – 0.05% 353
2026
Q1 		$896K Sell
13,361
-946
-7% -$67.5K 0.04% 387
2025
Q4 		$920K Sell
14,307
-36
-0.3% -$2.41K 0.04% 371
2025
Q3 		$987K Buy
14,343
+775
+6% +$48.8K 0.05% 335
2025
Q2 		$752K Buy
13,568
+320
+2% +$15.2K 0.04% 384
2025
Q1 		$548K Buy
13,248
+1,200
+10% +$59.5K 0.04% 464
2024
Q4 		$532K Sell
12,048
-1,284
-10% -$54.1K 0.03% 469
2024
Q3 		$464K Buy
+13,332
New +$413K 0.03% 524

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 Investments's IBKR Position: Q2 2026 in Review

PFG Investments held its Interactive Brokers (IBKR) position steady in Q2 2026 at 13,361 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #353.

PFG Investments first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • PFG Investments held 13,361 shares of Interactive Brokers worth $1.16M as of Q2 2026.
  • PFG Investments left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.05% of PFG Investments's portfolio in Q2 2026, its #353 holding.
  • PFG Investments first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.