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Sowell Financial Services’s Interactive Brokers IBKR Stock Holding History

Sowell Financial Services’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 		$2.34M Buy
26,868
+1,215
+5% +$101K 0.08% 278
2026
Q1 		$1.72M Buy
25,653
+760
+3% +$54.2K 0.06% 322
2025
Q4 		$1.6M Buy
24,893
+2,118
+9% +$142K 0.06% 326
2025
Q3 		$1.57M Sell
22,775
-17,716
-44% -$1.11M 0.06% 329
2025
Q2 		$2.24M Sell
40,491
-749
-2% -$35.5K 0.09% 228
2025
Q1 		$1.71M Sell
41,240
-8,932
-18% -$443K 0.08% 272
2024
Q4 		$2.22M Buy
+50,172
New +$2.11M 0.12% 196
2021
Q2 		– Sell
-40
Closed -$1K – 1520
2021
Q1 		$1K Sell
40
-1,400
-97% -$25.2K ﹤0.01% 2953
2020
Q4 		$22K Hold
1,440
– – ﹤0.01% 1700
2020
Q3 		$17K Hold
1,440
– – ﹤0.01% 1628
2020
Q2 		$15K Sell
1,440
-660
-31% -$6.9K ﹤0.01% 1546
2020
Q1 		$23K Buy
2,100
+40
+2% +$483 ﹤0.01% 1343
2019
Q4 		$24K Buy
2,060
+352
+21% +$4.13K ﹤0.01% 1374
2019
Q3 		$23K Buy
+1,708
New +$21.2K ﹤0.01% 1228

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

Sowell Financial Services's IBKR Position: Q2 2026 in Review

Sowell Financial Services increased its Interactive Brokers (IBKR) stake by 4.7% in Q2 2026, buying an estimated $101K and bringing the position to 26,868 shares worth $2.34M. The position accounts for 0.08% of the portfolio, ranked #278.

Sowell Financial Services first reported a position in IBKR in Q3 2019 and has held it in 14 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Sowell Financial Services held 26,868 shares of Interactive Brokers worth $2.34M as of Q2 2026.
  • Sowell Financial Services bought 1,215 Interactive Brokers shares in Q2 2026, an estimated $101K.
  • Interactive Brokers made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #278 holding.
  • Sowell Financial Services first reported a position in Interactive Brokers in Q3 2019 and has held it in 14 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.