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Trifecta Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Trifecta Capital 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 		$17.8K Hold
204
– – ﹤0.01% 236
2026
Q1 		$13.7K Hold
204
– – ﹤0.01% 220
2025
Q4 		$13.1K Hold
204
– – ﹤0.01% 214
2025
Q3 		$14K Buy
+204
New +$12.8K ﹤0.01% 228

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

Trifecta Capital Advisors's IBKR Position: Q2 2026 in Review

Trifecta Capital Advisors held its Interactive Brokers (IBKR) position steady in Q2 2026 at 204 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Trifecta Capital Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Trifecta Capital Advisors held 204 shares of Interactive Brokers worth $17.8K as of Q2 2026.
  • Trifecta Capital Advisors left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #236 holding.
  • Trifecta Capital Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.