SkyOak Wealth’s Interactive Brokers IBKR Stock Holding History

SkyOak Wealth’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 Q3	$220K	Buy	+2,570	New	+$235K	0.04%	222

Other funds holding IBKR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SkyOak Wealth's IBKR Position: Q3 2026 in Review

SkyOak Wealth opened a new position in Interactive Brokers (IBKR) in Q3 2026: 2,570 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings.

530 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

SkyOak Wealth held 2,570 shares of Interactive Brokers worth $220K as of Q3 2026.
Interactive Brokers was a new SkyOak Wealth position in Q3 2026.
Interactive Brokers made up 0.04% of SkyOak Wealth's portfolio in Q3 2026, its #222 holding.
530 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.