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Principia Wealth Advisory’s Interactive Brokers IBKR Stock Holding History

Principia Wealth Advisory’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 		$3.05K Buy
35
+5
+17% +$416 ﹤0.01% 477
2026
Q1 		$2.01K Buy
30
+9
+43% +$642 ﹤0.01% 521
2025
Q4 		$1.35K Sell
21
-1
-5% -$67 ﹤0.01% 581
2025
Q3 		$1.51K Buy
22
+3
+16% +$189 ﹤0.01% 503
2025
Q2 		$1.05K Sell
19
-13
-41% -$617 ﹤0.01% 551
2025
Q1 		$1.37K Buy
32
+24
+300% +$1.19K ﹤0.01% 342
2024
Q4 		$353 Buy
+8
New +$337 ﹤0.01% 638

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

Principia Wealth Advisory's IBKR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Interactive Brokers (IBKR) stake by 17% in Q2 2026, buying an estimated $416 and bringing the position to 35 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Principia Wealth Advisory first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Principia Wealth Advisory held 35 shares of Interactive Brokers worth $3.05K as of Q2 2026.
  • Principia Wealth Advisory bought 5 Interactive Brokers shares in Q2 2026, an estimated $416.
  • Interactive Brokers made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #477 holding.
  • Principia Wealth Advisory first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.