RGC
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Roberts, Glore & Co’s Interactive Brokers IBKR Stock Holding History

Roberts, Glore & Co’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 		$696K Buy
+7,997
New +$666K 0.17% 116

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

Roberts, Glore & Co's IBKR Position: Q2 2026 in Review

Roberts, Glore & Co opened a new position in Interactive Brokers (IBKR) in Q2 2026: 7,997 shares worth $696K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings.

1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Roberts, Glore & Co held 7,997 shares of Interactive Brokers worth $696K as of Q2 2026.
  • Interactive Brokers was a new Roberts, Glore & Co position in Q2 2026.
  • Interactive Brokers made up 0.17% of Roberts, Glore & Co's portfolio in Q2 2026, its #116 holding.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.