Toth Financial Advisory’s Interactive Brokers IBKR Stock Holding History

Toth Financial Advisory’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 Q3	$1.28K	Buy	+15	New	+$1.37K	﹤0.01%	890
2025 Q1	–	Sell	-40	Closed	-$1.77K	–	743
2024 Q4	$1.77K	Buy	+40	New	+$1.68K	﹤0.01%	600
2023 Q3	–	Sell	-60	Closed	-$1.25K	–	808
2023 Q2	$1.25K	Hold	60	–	–	﹤0.01%	709
2023 Q1	$1.24K	Hold	60	–	–	﹤0.01%	729
2022 Q4	$1.08K	Hold	60	–	–	﹤0.01%	660
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	694
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	649
2022 Q1	$1K	Buy	+60	New	+$1.03K	﹤0.01%	668

Other funds holding IBKR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Toth Financial Advisory's IBKR Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Interactive Brokers (IBKR) in Q3 2026: 15 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in IBKR as recently as Q4 2024.

Toth Financial Advisory first reported a position in IBKR in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.77K in Q4 2024. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Toth Financial Advisory held 15 shares of Interactive Brokers worth $1.28K as of Q3 2026.
Interactive Brokers was a new Toth Financial Advisory position in Q3 2026.
Interactive Brokers made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #890 holding.
Toth Financial Advisory first reported a position in Interactive Brokers in Q1 2022 and has held it in 8 quarters since.
Toth Financial Advisory's Interactive Brokers position peaked at $1.77K in Q4 2024.
36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.