Premier Path Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Premier Path Wealth 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 Q3	$464K	Sell	5,427 -27	-0.5%	-$2.47K	0.05%	273
2026 Q2	$475K	Sell	5,454 -113	-2%	-$9.4K	0.05%	274
2026 Q1	$373K	Sell	5,567 -23	-0.4%	-$1.64K	0.05%	315
2025 Q4	$359K	Hold	5,590	–	–	0.05%	298
2025 Q3	$385K	Buy	5,590 +250	+5%	+$15.7K	0.05%	297
2025 Q2	$296K	Hold	5,340	–	–	0.04%	326
2025 Q1	$221K	Hold	5,340	–	–	0.03%	353
2024 Q4	$236K	Buy	+5,340	New	+$225K	0.04%	342

Other funds holding IBKR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Premier Path Wealth Partners's IBKR Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Interactive Brokers (IBKR) stake by 0.5% in Q3 2026, selling an estimated $2.47K and leaving 5,427 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #273.

Premier Path Wealth Partners first reported a position in IBKR in Q4 2024 and has held it in 8 quarters since. The position peaked at $475K in Q2 2026. 653 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Premier Path Wealth Partners held 5,427 shares of Interactive Brokers worth $464K as of Q3 2026.
Premier Path Wealth Partners sold 27 Interactive Brokers shares in Q3 2026, an estimated $2.47K.
Interactive Brokers made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #273 holding.
Premier Path Wealth Partners first reported a position in Interactive Brokers in Q4 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Interactive Brokers position peaked at $475K in Q2 2026.
653 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.