TFC Financial Management’s Interactive Brokers IBKR Stock Holding History

TFC Financial Management’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	$349	Hold	4	–	–	﹤0.01%	796
2026 Q1	$269	Hold	4	–	–	﹤0.01%	765
2025 Q4	$258	Sell	4 -14	-78%	-$937	﹤0.01%	751
2025 Q3	$1.24K	Buy	18 +14	+350%	+$881	﹤0.01%	607
2025 Q2	$222	Hold	4	–	–	﹤0.01%	767
2025 Q1	$166	Hold	4	–	–	﹤0.01%	749
2024 Q4	$177	Hold	4	–	–	﹤0.01%	744
2024 Q3	$140	Hold	4	–	–	﹤0.01%	797
2024 Q2	$123	Buy	+4	New	+$119	﹤0.01%	782

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

TFC Financial Management's IBKR Position: Q2 2026 in Review

TFC Financial Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 4 shares worth $349. The position accounts for ﹤0.01% of the portfolio, ranked #796.

TFC Financial Management first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24K in Q3 2025. 481 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

TFC Financial Management held 4 shares of Interactive Brokers worth $349 as of Q2 2026.
TFC Financial Management left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #796 holding.
TFC Financial Management first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
TFC Financial Management's Interactive Brokers position peaked at $1.24K in Q3 2025.
481 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.