Sanctuary Advisors’s Interactive Brokers IBKR Stock Holding History

Sanctuary Advisors’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	$4.89M	Sell	56,179 -18,026	-24%	-$1.5M	0.02%	611
2026 Q1	$4.98M	Buy	74,205 +317	+0.4%	+$22.6K	0.03%	566
2025 Q4	$4.75M	Buy	73,888 +61	+0.1%	+$4.08K	0.03%	567
2025 Q3	$5.08M	Buy	73,827 +3,258	+5%	+$205K	0.03%	529
2025 Q2	$3.91M	Sell	70,569 -9,435	-12%	-$448K	0.02%	584
2025 Q1	$3.31M	Sell	80,004 -5,116	-6%	-$253K	0.02%	602
2024 Q4	$4.66M	Sell	85,120 -1,428	-2%	-$60.1K	0.03%	520
2024 Q3	$4.15M	Buy	86,548 +5,132	+6%	+$159K	0.03%	570
2024 Q2	$2.36M	Buy	+81,416	New	+$2.43M	0.02%	730

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sanctuary Advisors's IBKR Position: Q2 2026 in Review

Sanctuary Advisors reduced its Interactive Brokers (IBKR) stake by 24% in Q2 2026, selling an estimated $1.5M and leaving 56,179 shares worth $4.89M. The position accounts for 0.02% of the portfolio, ranked #611.

Sanctuary Advisors first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.08M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sanctuary Advisors held 56,179 shares of Interactive Brokers worth $4.89M as of Q2 2026.
Sanctuary Advisors sold 18,026 Interactive Brokers shares in Q2 2026, an estimated $1.5M.
Interactive Brokers made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #611 holding.
Sanctuary Advisors first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Interactive Brokers position peaked at $5.08M in Q3 2025.
1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.