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Rialto Wealth Management’s Interactive Brokers IBKR Stock Holding History

Rialto 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
2026
Q2 		$67.4K Sell
774
-1
-0.1% -$83 0.01% 301
2026
Q1 		$52K Buy
775
+9
+1% +$642 0.01% 282
2025
Q4 		$49.3K Hold
766
– – 0.01% 282
2025
Q3 		$52.7K Buy
766
+2
+0.3% +$126 0.01% 263
2025
Q2 		$42.3K Buy
764
+12
+2% +$569 0.01% 281
2025
Q1 		$31.1K Hold
752
– – 0.01% 298
2024
Q4 		$33.2K Buy
+752
New +$31.7K 0.01% 288

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

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

Rialto Wealth Management reduced its Interactive Brokers (IBKR) stake by 0.13% in Q2 2026, selling an estimated $83 and leaving 774 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Rialto Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Rialto Wealth Management held 774 shares of Interactive Brokers worth $67.4K as of Q2 2026.
  • Rialto Wealth Management sold 1 Interactive Brokers share in Q2 2026, an estimated $83.
  • Interactive Brokers made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Rialto Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.