United Capital Financial Advisors’s Interactive Brokers IBKR Stock Holding History

United Capital 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	$921K	Buy	10,585 +141	+1%	+$11.7K	0.01%	829
2026 Q1	$700K	Buy	10,444 +4,551	+77%	+$325K	﹤0.01%	910
2025 Q4	$379K	Sell	5,893 -1,627	-22%	-$109K	﹤0.01%	1084
2025 Q3	$517K	Buy	7,520 +2,328	+45%	+$146K	﹤0.01%	849
2025 Q2	$288K	Buy	5,192 +148	+3%	+$7.02K	﹤0.01%	938
2025 Q1	$209K	Sell	5,044 -60	-1%	-$2.97K	﹤0.01%	1007
2024 Q4	$225K	Buy	+5,104	New	+$215K	﹤0.01%	983

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Capital Financial Advisors's IBKR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Interactive Brokers (IBKR) stake by 1.4% in Q2 2026, buying an estimated $11.7K and bringing the position to 10,585 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #829.

United Capital Financial Advisors first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

United Capital Financial Advisors held 10,585 shares of Interactive Brokers worth $921K as of Q2 2026.
United Capital Financial Advisors bought 141 Interactive Brokers shares in Q2 2026, an estimated $11.7K.
Interactive Brokers made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #829 holding.
United Capital Financial Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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