Truist Financial
IBKR icon

Truist Financial’s Interactive Brokers IBKR Stock Holding History

Truist Financial’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 		$13.2M Sell
151,397
-34,355
-18% -$2.86M 0.02% 561
2026
Q1 		$12.5M Sell
185,752
-14,410
-7% -$1.03M 0.02% 543
2025
Q4 		$12.9M Sell
200,162
-7,761
-4% -$520K 0.02% 529
2025
Q3 		$14.3M Buy
207,923
+5,258
+3% +$331K 0.02% 500
2025
Q2 		$11.2M Sell
202,665
-37,347
-16% -$1.77M 0.02% 554
2025
Q1 		$9.94M Buy
240,012
+332
+0.1% +$16.5K 0.02% 569
2024
Q4 		$10.6M Sell
239,680
-4,048
-2% -$170K 0.02% 557
2024
Q3 		$8.49M Sell
243,728
-18,552
-7% -$574K 0.01% 644
2024
Q2 		$8.04M Sell
262,280
-18,856
-7% -$563K 0.01% 674
2024
Q1 		$7.85M Sell
281,136
-53,348
-16% -$1.33M 0.01% 711
2023
Q4 		$6.93M Sell
334,484
-75,720
-18% -$1.55M 0.01% 742
2023
Q3 		$8.88M Sell
410,204
-8,764
-2% -$195K 0.01% 619
2023
Q2 		$8.7M Sell
418,968
-85,600
-17% -$1.69M 0.01% 634
2023
Q1 		$10.4M Buy
504,568
+100,584
+25% +$2.05M 0.02% 576
2022
Q4 		$7.31M Buy
403,984
+130,260
+48% +$2.43M 0.01% 683
2022
Q3 		$4.37M Buy
273,724
+33,812
+14% +$521K 0.01% 839
2022
Q2 		$3.3M Sell
239,912
-15,284
-6% -$227K 0.01% 963
2022
Q1 		$4.21M Buy
255,196
+42,252
+20% +$728K 0.01% 948
2021
Q4 		$4.23M Buy
212,944
+16,588
+8% +$309K 0.01% 951
2021
Q3 		$3.06M Buy
196,356
+15,632
+9% +$246K 0.01% 1076
2021
Q2 		$2.97M Buy
180,724
+19,372
+12% +$335K ﹤0.01% 1094
2021
Q1 		$2.95M Buy
161,352
+67,340
+72% +$1.21M 0.01% 1061
2020
Q4 		$1.43M Buy
94,012
+12,072
+15% +$160K ﹤0.01% 1321
2020
Q3 		$991K Buy
81,940
+5,792
+8% +$72.2K ﹤0.01% 1375
2020
Q2 		$795K Buy
76,148
+8,564
+13% +$89.5K ﹤0.01% 1385
2020
Q1 		$730K Buy
67,584
+14,968
+28% +$181K ﹤0.01% 1387
2019
Q4 		$613K Buy
+52,616
New +$617K ﹤0.01% 1720

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

Truist Financial's IBKR Position: Q2 2026 in Review

Truist Financial reduced its Interactive Brokers (IBKR) stake by 18% in Q2 2026, selling an estimated $2.86M and leaving 151,397 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #561.

Truist Financial first reported a position in IBKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.3M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Truist Financial held 151,397 shares of Interactive Brokers worth $13.2M as of Q2 2026.
  • Truist Financial sold 34,355 Interactive Brokers shares in Q2 2026, an estimated $2.86M.
  • Interactive Brokers made up 0.02% of Truist Financial's portfolio in Q2 2026, its #561 holding.
  • Truist Financial first reported a position in Interactive Brokers in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Interactive Brokers position peaked at $14.3M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.