Sequoia Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Sequoia Financial 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	$1.25M	Buy	14,304 +3,966	+38%	+$330K	0.01%	845
2026 Q1	$693K	Buy	10,338 +3,175	+44%	+$227K	﹤0.01%	1078
2025 Q4	$461K	Buy	7,163 +3,544	+98%	+$237K	﹤0.01%	1324
2025 Q3	$249K	Buy	+3,619	New	+$228K	﹤0.01%	1499
2018 Q2	–	Sell	-365,024	Closed	-$6.14M	–	314
2018 Q1	$6.14M	Sell	365,024 -35,776	-9%	-$592K	0.65%	27
2017 Q4	$5.93M	Hold	400,800	–	–	0.63%	29
2017 Q3	$4.51M	Hold	400,800	–	–	0.53%	37
2017 Q2	$3.75M	Hold	400,800	–	–	0.46%	49
2017 Q1	$3.48M	Hold	400,800	–	–	0.44%	52
2016 Q4	$3.66M	Hold	400,800	–	–	0.52%	41
2016 Q3	$3.53M	Hold	400,800	–	–	0.66%	26
2016 Q2	$3.55M	Sell	400,800 -7,200	-2%	-$68.7K	0.99%	22
2016 Q1	$4.01M	Buy	+408,000	New	+$3.6M	1.3%	18

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Sequoia Financial Advisors's IBKR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Interactive Brokers (IBKR) stake by 38% in Q2 2026, buying an estimated $330K and bringing the position to 14,304 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #845.

Sequoia Financial Advisors first reported a position in IBKR in Q1 2016 and has held it in 13 quarters since. The position peaked at $6.14M in Q1 2018. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sequoia Financial Advisors held 14,304 shares of Interactive Brokers worth $1.25M as of Q2 2026.
Sequoia Financial Advisors bought 3,966 Interactive Brokers shares in Q2 2026, an estimated $330K.
Interactive Brokers made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #845 holding.
Sequoia Financial Advisors first reported a position in Interactive Brokers in Q1 2016 and has held it in 13 quarters since.
Sequoia Financial Advisors's Interactive Brokers position peaked at $6.14M in Q1 2018.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.