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TD Private Client Wealth’s Interactive Brokers IBKR Stock Holding History

TD Private Client 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
Q2 		$3.17M Sell
36,376
-8,925
-20% -$743K 0.06% 196
2026
Q1 		$3.04M Sell
45,301
-1,844
-4% -$132K 0.06% 198
2025
Q4 		$3.03M Sell
47,145
-6,826
-13% -$457K 0.06% 192
2025
Q3 		$3.71M Sell
53,971
-6,145
-10% -$387K 0.08% 167
2025
Q2 		$3.33M Sell
60,116
-15,552
-21% -$738K 0.08% 174
2025
Q1 		$3.13M Sell
75,668
-144
-0.2% -$7.13K 0.09% 163
2024
Q4 		$3.35M Sell
75,812
-3,376
-4% -$142K 0.09% 159
2024
Q3 		$2.76M Buy
79,188
+276
+0.3% +$8.55K 0.08% 196
2024
Q2 		$2.42M Sell
78,912
-3,980
-5% -$119K 0.08% 198
2024
Q1 		$2.31M Buy
82,892
+424
+0.5% +$10.6K 0.08% 209
2023
Q4 		$1.71M Sell
82,468
-2,140
-3% -$43.8K 0.06% 247
2023
Q3 		$1.83M Sell
84,608
-33,516
-28% -$746K 0.08% 214
2023
Q2 		$2.45M Sell
118,124
-3,320
-3% -$65.5K 0.11% 189
2023
Q1 		$2.51M Sell
121,444
-3,380
-3% -$68.8K 0.11% 184
2022
Q4 		$2.26M Sell
124,824
-6,692
-5% -$125K 0.11% 194
2022
Q3 		$2.1M Sell
131,516
-2,928
-2% -$45.1K 0.11% 197
2022
Q2 		$1.85M Buy
134,444
+160
+0.1% +$2.38K 0.09% 220
2022
Q1 		$2.21M Buy
134,284
+8,004
+6% +$138K 0.09% 215
2021
Q4 		$2.51M Sell
126,280
-4,524
-3% -$84.2K 0.1% 201
2021
Q3 		$2.04M Sell
130,804
-2,128
-2% -$33.5K 0.09% 232
2021
Q2 		$2.18M Buy
132,932
+3,644
+3% +$63K 0.09% 221
2021
Q1 		$2.36M Buy
129,288
+50,208
+63% +$905K 0.11% 197
2020
Q4 		$1.2M Buy
79,080
+6,724
+9% +$89.1K 0.06% 281
2020
Q3 		$874K Buy
72,356
+1,164
+2% +$14.5K 0.05% 302
2020
Q2 		$743K Buy
71,192
+11,340
+19% +$119K 0.04% 318
2020
Q1 		$646K Buy
59,852
+1,524
+3% +$18.4K 0.05% 293
2019
Q4 		$680K Buy
+58,328
New +$684K 0.04% 313

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

TD Private Client Wealth's IBKR Position: Q2 2026 in Review

TD Private Client Wealth reduced its Interactive Brokers (IBKR) stake by 20% in Q2 2026, selling an estimated $743K and leaving 36,376 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #196.

TD Private Client Wealth first reported a position in IBKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • TD Private Client Wealth held 36,376 shares of Interactive Brokers worth $3.17M as of Q2 2026.
  • TD Private Client Wealth sold 8,925 Interactive Brokers shares in Q2 2026, an estimated $743K.
  • Interactive Brokers made up 0.06% of TD Private Client Wealth's portfolio in Q2 2026, its #196 holding.
  • TD Private Client Wealth first reported a position in Interactive Brokers in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Interactive Brokers position peaked at $3.71M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.