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Rossby Financial’s Interactive Brokers IBKR Stock Holding History

Rossby 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 		$14.7K Sell
169
-1,150
-87% -$95.7K ﹤0.01% 1057
2026
Q1 		$89.6K Buy
1,319
+1,274
+2,831% +$90.9K 0.02% 565
2025
Q4 		$2.89K Buy
45
+8
+22% +$536 ﹤0.01% 1264
2025
Q3 		$2.54K Buy
+37
New +$2.33K ﹤0.01% 1103

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

Rossby Financial's IBKR Position: Q2 2026 in Review

Rossby Financial reduced its Interactive Brokers (IBKR) stake by 87% in Q2 2026, selling an estimated $95.7K and leaving 169 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Rossby Financial first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $89.6K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Rossby Financial held 169 shares of Interactive Brokers worth $14.7K as of Q2 2026.
  • Rossby Financial sold 1,150 Interactive Brokers shares in Q2 2026, an estimated $95.7K.
  • Interactive Brokers made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1057 holding.
  • Rossby Financial first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's Interactive Brokers position peaked at $89.6K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.