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Sagespring Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Sagespring Wealth Partners’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 		$564K Buy
6,477
+228
+4% +$19K 0.01% 498
2026
Q1 		$419K Buy
6,249
+383
+7% +$27.3K 0.01% 552
2025
Q4 		$377K Sell
5,866
-473
-7% -$31.7K 0.01% 554
2025
Q3 		$436K Sell
6,339
-44
-0.7% -$2.77K 0.01% 495
2025
Q2 		$354K Sell
6,383
-53
-0.8% -$2.52K 0.01% 530
2025
Q1 		$266K Buy
6,436
+184
+3% +$9.12K 0.01% 552
2024
Q4 		$276K Buy
+6,252
New +$263K 0.01% 498

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

Sagespring Wealth Partners's IBKR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Interactive Brokers (IBKR) stake by 3.6% in Q2 2026, buying an estimated $19K and bringing the position to 6,477 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #498.

Sagespring Wealth Partners first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sagespring Wealth Partners held 6,477 shares of Interactive Brokers worth $564K as of Q2 2026.
  • Sagespring Wealth Partners bought 228 Interactive Brokers shares in Q2 2026, an estimated $19K.
  • Interactive Brokers made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #498 holding.
  • Sagespring Wealth Partners first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.