Tower View Wealth Management
IBKR icon

Tower View Wealth Management’s Interactive Brokers IBKR Stock Holding History

Tower View 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
Q3 		$174K Buy
2,042
+2,002
+5,005% +$183K 0.08% 71
2026
Q2 		$3.48K Sell
40
-60
-60% -$4.99K ﹤0.01% 192
2026
Q1 		$6.71K Buy
+100
New +$7.14K ﹤0.01% 163

Other funds holding IBKR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Tower View Wealth Management's IBKR Position: Q3 2026 in Review

Tower View Wealth Management increased its Interactive Brokers (IBKR) stake by 5,005% in Q3 2026, buying an estimated $183K and bringing the position to 2,042 shares worth $174K. The position accounts for 0.08% of the portfolio, ranked #71.

Tower View Wealth Management first reported a position in IBKR in Q1 2026 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Tower View Wealth Management held 2,042 shares of Interactive Brokers worth $174K as of Q3 2026.
  • Tower View Wealth Management bought 2,002 Interactive Brokers shares in Q3 2026, an estimated $183K.
  • Interactive Brokers made up 0.08% of Tower View Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Tower View Wealth Management first reported a position in Interactive Brokers in Q1 2026 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.