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Plante Moran Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Plante Moran 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 		$696 Buy
+8
New +$666 ﹤0.01% 1012
2025
Q4 		– Sell
-17
Closed -$1.17K – 856
2025
Q3 		$1.17K Buy
+17
New +$1.07K ﹤0.01% 695
2025
Q1 		– Sell
-240
Closed -$10.6K – 868
2024
Q4 		$10.6K Buy
+240
New +$10.1K ﹤0.01% 567
2019
Q4 		– Sell
-1,772
Closed -$24K – 813
2019
Q3 		$24K Buy
+1,772
New +$22K 0.01% 460

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

Plante Moran Financial Advisors's IBKR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 8 shares worth $696. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IBKR as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in IBKR in Q3 2019 and has held it in 4 quarters since. The position peaked at $24K in Q3 2019. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Plante Moran Financial Advisors held 8 shares of Interactive Brokers worth $696 as of Q2 2026.
  • Interactive Brokers was a new Plante Moran Financial Advisors position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1012 holding.
  • Plante Moran Financial Advisors first reported a position in Interactive Brokers in Q3 2019 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Interactive Brokers position peaked at $24K in Q3 2019.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.