Prestige Wealth Management Group’s Interactive Brokers IBKR Stock Holding History

Prestige Wealth Management Group’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	$2.09K	Hold	24	–	–	﹤0.01%	760
2026 Q1	$1.61K	Hold	24	–	–	﹤0.01%	780
2025 Q4	$1.54K	Hold	24	–	–	﹤0.01%	807
2025 Q3	$1.65K	Hold	24	–	–	﹤0.01%	780
2025 Q2	$1.33K	Hold	24	–	–	﹤0.01%	813
2025 Q1	$994	Hold	24	–	–	﹤0.01%	855
2024 Q4	$1.06K	Hold	24	–	–	﹤0.01%	873
2024 Q3	$837	Hold	24	–	–	﹤0.01%	906
2024 Q2	$736	Hold	24	–	–	﹤0.01%	872
2024 Q1	$671	Hold	24	–	–	﹤0.01%	925
2023 Q4	$498	Hold	24	–	–	﹤0.01%	949
2023 Q3	$520	Hold	24	–	–	﹤0.01%	958
2023 Q2	$499	Hold	24	–	–	﹤0.01%	989
2023 Q1	$496	Sell	24 -64	-73%	-$1.3K	﹤0.01%	984
2022 Q4	$1.59K	Buy	88 +64	+267%	+$1.2K	﹤0.01%	880
2022 Q3	$0	Hold	24	–	–	﹤0.01%	1008
2022 Q2	$0	Hold	24	–	–	﹤0.01%	1014
2022 Q1	$0	Hold	24	–	–	﹤0.01%	1008
2021 Q4	$0	Hold	24	–	–	﹤0.01%	1021
2021 Q3	$0	Hold	24	–	–	﹤0.01%	1009
2021 Q2	$0	Hold	24	–	–	﹤0.01%	997
2021 Q1	$0	Hold	24	–	–	﹤0.01%	994
2020 Q4	$0	Buy	+24	New	+$318	﹤0.01%	983
2019 Q1	–	Sell	-56	Closed	-$1K	–	793
2018 Q4	$1K	Buy	+56	New	+$747	﹤0.01%	1034

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prestige Wealth Management Group's IBKR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Interactive Brokers (IBKR) position steady in Q2 2026 at 24 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Prestige Wealth Management Group first reported a position in IBKR in Q4 2018 and has held it in 24 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Prestige Wealth Management Group held 24 shares of Interactive Brokers worth $2.09K as of Q2 2026.
Prestige Wealth Management Group left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #760 holding.
Prestige Wealth Management Group first reported a position in Interactive Brokers in Q4 2018 and has held it in 24 quarters since.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.