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Snowden Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Snowden Capital 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 		$267K Buy
+3,070
New +$256K 0.01% 1132
2024
Q3 		– Sell
-10,960
Closed -$336K – 1235
2024
Q2 		$336K Sell
10,960
-724
-6% -$21.6K 0.01% 930
2024
Q1 		$326K Buy
+11,684
New +$291K 0.01% 932

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

Snowden Capital Advisors's IBKR Position: Q2 2026 in Review

Snowden Capital Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 3,070 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in IBKR as recently as Q2 2024.

Snowden Capital Advisors first reported a position in IBKR in Q1 2024 and has held it in 3 quarters since. The position peaked at $336K in Q2 2024. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Snowden Capital Advisors held 3,070 shares of Interactive Brokers worth $267K as of Q2 2026.
  • Interactive Brokers was a new Snowden Capital Advisors position in Q2 2026.
  • Interactive Brokers made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1132 holding.
  • Snowden Capital Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 3 quarters since.
  • Snowden Capital Advisors's Interactive Brokers position peaked at $336K in Q2 2024.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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