Raymond James Financial
IBKR icon

Raymond James Financial’s Interactive Brokers IBKR Stock Holding History

Raymond James Financial’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 		$148M Sell
1,695,198
-80,381
-5% -$6.69M 0.04% 412
2026
Q1 		$119M Sell
1,775,579
-143,722
-7% -$10.3M 0.04% 446
2025
Q4 		$123M Sell
1,919,301
-225,563
-11% -$15.1M 0.04% 423
2025
Q3 		$148M Buy
2,144,864
+84,460
+4% +$5.31M 0.05% 357
2025
Q2 		$114M Sell
2,060,404
-320,796
-13% -$15.2M 0.04% 435
2025
Q1 		$98.6M Sell
2,381,200
-336,780
-12% -$16.7M 0.04% 439
2024
Q4 		$120M Buy
+2,717,980
New +$114M 0.04% 372

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Raymond James Financial's IBKR Position: Q2 2026 in Review

Raymond James Financial reduced its Interactive Brokers (IBKR) stake by 4.5% in Q2 2026, selling an estimated $6.69M and leaving 1,695,198 shares worth $148M. The position accounts for 0.04% of the portfolio, ranked #412.

Raymond James Financial first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $148M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Raymond James Financial held 1,695,198 shares of Interactive Brokers worth $148M as of Q2 2026.
  • Raymond James Financial sold 80,381 Interactive Brokers shares in Q2 2026, an estimated $6.69M.
  • Interactive Brokers made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #412 holding.
  • Raymond James Financial first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Interactive Brokers position peaked at $148M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.