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Private Advisor Group’s Interactive Brokers IBKR Stock Holding History

Private Advisor 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 		– Sell
-400
Closed -$10.8K – 2692
2026
Q1 		$10.8K Hold
400
– – ﹤0.01% 2641
2025
Q4 		$9.67K Buy
+400
New +$26.8K ﹤0.01% 2567

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

Private Advisor Group's IBKR Position: Q2 2026 in Review

Private Advisor Group reduced its Interactive Brokers (IBKR) stake by 25% in Q2 2026, selling an estimated $527K and leaving 19,273 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1100.

Private Advisor Group first reported a position in IBKR in Q4 2015 and has held it in 13 quarters since. The position peaked at $1.72M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Private Advisor Group held 19,273 shares of Interactive Brokers worth $1.68M as of Q2 2026.
  • Private Advisor Group sold 6,334 Interactive Brokers shares in Q2 2026, an estimated $527K.
  • Interactive Brokers made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1100 holding.
  • Private Advisor Group first reported a position in Interactive Brokers in Q4 2015 and has held it in 13 quarters since.
  • Private Advisor Group's Interactive Brokers position peaked at $1.72M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.