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Pinnacle Wealth Planning Services’s Interactive Brokers IBKR Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.4K Buy
280
+22
+9% +$1.83K ﹤0.01% 1693
2026
Q1 		$17.3K Buy
258
+80
+45% +$5.71K ﹤0.01% 1770
2025
Q4 		$11.4K Buy
+178
New +$11.9K ﹤0.01% 1963
2021
Q1 		– Sell
-8
Closed – – 1086
2020
Q4 		$0 Buy
+8
New +$106 ﹤0.01% 2277

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

Pinnacle Wealth Planning Services's IBKR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Interactive Brokers (IBKR) stake by 8.5% in Q2 2026, buying an estimated $1.83K and bringing the position to 280 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Pinnacle Wealth Planning Services first reported a position in IBKR in Q4 2020 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 280 shares of Interactive Brokers worth $24.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 Interactive Brokers shares in Q2 2026, an estimated $1.83K.
  • Interactive Brokers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1693 holding.
  • Pinnacle Wealth Planning Services first reported a position in Interactive Brokers in Q4 2020 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.