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Philadelphia Investment Partners’s Interactive Brokers IBKR Stock Holding History

Philadelphia Investment Partners’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 		$858K Sell
9,857
-351
-3% -$29.2K 0.53% 39
2026
Q1 		$685K Buy
+10,208
New +$729K 0.47% 42

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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

Philadelphia Investment Partners's IBKR Position: Q2 2026 in Review

Philadelphia Investment Partners reduced its Interactive Brokers (IBKR) stake by 3.4% in Q2 2026, selling an estimated $29.2K and leaving 9,857 shares worth $858K. The position accounts for 0.53% of the portfolio, ranked #39.

Philadelphia Investment Partners first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Philadelphia Investment Partners held 9,857 shares of Interactive Brokers worth $858K as of Q2 2026.
  • Philadelphia Investment Partners sold 351 Interactive Brokers shares in Q2 2026, an estimated $29.2K.
  • Interactive Brokers made up 0.53% of Philadelphia Investment Partners's portfolio in Q2 2026, its #39 holding.
  • Philadelphia Investment Partners first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.