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Private Advisory Group’s Interactive Brokers IBKR Stock Holding History

Private Advisory 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 		$1.55M Buy
17,826
+3,547
+25% +$295K 0.08% 148
2026
Q1 		$958K Buy
14,279
+698
+5% +$49.8K 0.06% 153
2025
Q4 		$873K Sell
13,581
-390
-3% -$26.1K 0.07% 135
2025
Q3 		$961K Sell
13,971
-7,388
-35% -$465K 0.08% 126
2025
Q2 		$1.18M Buy
21,359
+11,131
+109% +$528K 0.11% 114
2025
Q1 		$423K Sell
10,228
-14,460
-59% -$716K 0.05% 149
2024
Q4 		$1.09M Buy
+24,688
New +$1.04M 0.12% 112

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 Advisory Group's IBKR Position: Q2 2026 in Review

Private Advisory Group increased its Interactive Brokers (IBKR) stake by 25% in Q2 2026, buying an estimated $295K and bringing the position to 17,826 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #148.

Private Advisory Group first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Private Advisory Group held 17,826 shares of Interactive Brokers worth $1.55M as of Q2 2026.
  • Private Advisory Group bought 3,547 Interactive Brokers shares in Q2 2026, an estimated $295K.
  • Interactive Brokers made up 0.08% of Private Advisory Group's portfolio in Q2 2026, its #148 holding.
  • Private Advisory Group first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.