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Steigerwald Gordon & Koch’s Interactive Brokers IBKR Stock Holding History

Steigerwald Gordon & Koch’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 		$17.1K Hold
196
– – ﹤0.01% 463
2026
Q1 		$13.1K Hold
196
– – ﹤0.01% 487
2025
Q4 		$12.6K Buy
196
+116
+145% +$7.76K ﹤0.01% 527
2025
Q3 		$5.5K Buy
+80
New +$5.03K ﹤0.01% 610

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

Steigerwald Gordon & Koch's IBKR Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Interactive Brokers (IBKR) position steady in Q2 2026 at 196 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Steigerwald Gordon & Koch first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Steigerwald Gordon & Koch held 196 shares of Interactive Brokers worth $17.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #463 holding.
  • Steigerwald Gordon & Koch first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.