QWM
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Quaker Wealth Management’s Interactive Brokers IBKR Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-4
Closed -$166 – 1252
2025
Q1 		$166 Buy
+4
New +$198 ﹤0.01% 859

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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
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CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
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
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Quaker Wealth Management's IBKR Position: Q2 2026 in Review

Quaker Wealth Management reduced its Interactive Brokers (IBKR) stake by 12% in Q2 2026, selling an estimated $166 and leaving 15 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Quaker Wealth Management first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $89.3K in Q2 2025. 330 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Quaker Wealth Management held 15 shares of Interactive Brokers worth $1.31K as of Q2 2026.
  • Quaker Wealth Management sold 2 Interactive Brokers shares in Q2 2026, an estimated $166.
  • Interactive Brokers made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Quaker Wealth Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Interactive Brokers position peaked at $89.3K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.