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Transamerica Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Transamerica Financial Advisors’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 		$10.4M Buy
119,280
+11,297
+10% +$940K 0.88% 27
2026
Q1 		$7.24M Buy
107,983
+106,853
+9,456% +$7.63M 0.62% 39
2025
Q4 		$72.7K Sell
1,130
-61
-5% -$4.08K 0.01% 490
2025
Q3 		$82K Buy
+1,191
New +$74.9K 0.01% 424

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

Transamerica Financial Advisors's IBKR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Interactive Brokers (IBKR) stake by 10% in Q2 2026, buying an estimated $940K and bringing the position to 119,280 shares worth $10.4M. The position accounts for 0.88% of the portfolio, ranked #27.

Transamerica Financial Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Transamerica Financial Advisors held 119,280 shares of Interactive Brokers worth $10.4M as of Q2 2026.
  • Transamerica Financial Advisors bought 11,297 Interactive Brokers shares in Q2 2026, an estimated $940K.
  • Interactive Brokers made up 0.88% of Transamerica Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Transamerica Financial Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.