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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Premier Path Wealth Partners's IBKR Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Interactive Brokers (IBKR) stake by 2% in Q2 2026, selling an estimated $9.4K and leaving 5,454 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #274.

Premier Path Wealth Partners first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Premier Path Wealth Partners held 5,454 shares of Interactive Brokers worth $475K as of Q2 2026.
Premier Path Wealth Partners sold 113 Interactive Brokers shares in Q2 2026, an estimated $9.4K.
Interactive Brokers made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #274 holding.
Premier Path Wealth Partners first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
354 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.