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Thrive Wealth Management’s Interactive Brokers IBKR Stock Holding History

Thrive Wealth 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 		$671K Sell
7,711
-721
-9% -$60K 0.09% 110
2026
Q1 		$566K Sell
8,432
-680
-7% -$48.5K 0.08% 114
2025
Q4 		$586K Buy
9,112
+162
+2% +$10.8K 0.09% 116
2025
Q3 		$616K Buy
8,950
+259
+3% +$16.3K 0.09% 115
2025
Q2 		$482K Sell
8,691
-1,421
-14% -$67.4K 0.08% 126
2025
Q1 		$419K Buy
10,112
+1,220
+14% +$60.5K 0.08% 127
2024
Q4 		$393K Sell
8,892
-388
-4% -$16.3K 0.07% 134
2024
Q3 		$323K Sell
9,280
-52
-0.6% -$1.61K 0.06% 159
2024
Q2 		$286K Buy
9,332
+528
+6% +$15.8K 0.06% 167
2024
Q1 		$246K Buy
+8,804
New +$219K 0.05% 182
2023
Q3 		– Sell
-11,164
Closed -$232K – 176
2023
Q2 		$232K Buy
11,164
+156
+1% +$3.08K 0.06% 160
2023
Q1 		$227K Buy
+11,008
New +$224K 0.06% 151

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Thrive Wealth Management's IBKR Position: Q2 2026 in Review

Thrive Wealth Management reduced its Interactive Brokers (IBKR) stake by 8.6% in Q2 2026, selling an estimated $60K and leaving 7,711 shares worth $671K. The position accounts for 0.09% of the portfolio, ranked #110.

Thrive Wealth Management first reported a position in IBKR in Q1 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Thrive Wealth Management held 7,711 shares of Interactive Brokers worth $671K as of Q2 2026.
  • Thrive Wealth Management sold 721 Interactive Brokers shares in Q2 2026, an estimated $60K.
  • Interactive Brokers made up 0.09% of Thrive Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Thrive Wealth Management first reported a position in Interactive Brokers in Q1 2023 and has held it in 12 quarters since.
  • 123 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.