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Sittner & Nelson’s Interactive Brokers IBKR Stock Holding History

Sittner & Nelson’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 		$69.3K Buy
796
+8
+1% +$666 0.02% 269
2026
Q1 		$52.9K Hold
788
– – 0.02% 296
2025
Q4 		$58.8K Hold
788
– – 0.02% 260
2025
Q3 		$54.2K Hold
788
– – 0.02% 247
2025
Q2 		$43.7K Hold
788
– – 0.02% 259
2025
Q1 		$32.6K Hold
788
– – 0.01% 267
2024
Q4 		$34.8K Hold
788
– – 0.02% 251
2024
Q3 		$27.5K Hold
788
– – 0.01% 268
2024
Q2 		$24.2K Hold
788
– – 0.01% 265
2024
Q1 		$22K Hold
788
– – 0.01% 272
2023
Q4 		$16.3K Hold
788
– – 0.01% 303
2023
Q3 		$17.1K Hold
788
– – 0.01% 288
2023
Q2 		$16.4K Hold
788
– – 0.01% 301
2023
Q1 		$16.3K Buy
+788
New +$16K 0.01% 319
2022
Q3 		– Sell
-680
Closed -$9K – 468
2022
Q2 		$9K Buy
+680
New +$10.1K 0.01% 372

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

Sittner & Nelson's IBKR Position: Q2 2026 in Review

Sittner & Nelson increased its Interactive Brokers (IBKR) stake by 1% in Q2 2026, buying an estimated $666 and bringing the position to 796 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #269.

Sittner & Nelson first reported a position in IBKR in Q2 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sittner & Nelson held 796 shares of Interactive Brokers worth $69.3K as of Q2 2026.
  • Sittner & Nelson bought 8 Interactive Brokers shares in Q2 2026, an estimated $666.
  • Interactive Brokers made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #269 holding.
  • Sittner & Nelson first reported a position in Interactive Brokers in Q2 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.