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Valley National Advisers’s Interactive Brokers IBKR Stock Holding History

Valley National Advisers’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 		$697 Buy
+8
New +$666 ﹤0.01% 919
2026
Q1 		– Sell
-49
Closed -$3K – 903
2025
Q4 		$3K Sell
49
-10
-17% -$669 ﹤0.01% 739
2025
Q3 		$4K Buy
+59
New +$3.71K ﹤0.01% 670
2020
Q2 		– Sell
-2,600
Closed -$28K – 807
2020
Q1 		$28K Hold
2,600
– – 0.01% 331
2019
Q4 		$30K Sell
2,600
-2,384
-48% -$28K 0.01% 370
2019
Q3 		$67K Sell
4,984
-1,516
-23% -$18.9K 0.02% 273
2019
Q2 		$88K Sell
6,500
-8,088
-55% -$110K 0.02% 245
2019
Q1 		$189K Sell
14,588
-2,596
-15% -$34.1K 0.05% 176
2018
Q4 		$235K Buy
17,184
+8
+0% +$107 0.08% 152
2018
Q3 		$238K Buy
17,176
+4
+0% +$61 0.08% 154
2018
Q2 		$277K Buy
17,172
+1,364
+9% +$24.7K 0.11% 150
2018
Q1 		$266K Buy
15,808
+1,244
+9% +$20.6K 0.1% 143
2017
Q4 		$216K Buy
14,564
+4
+0% +$55 0.08% 156
2017
Q3 		$164K Buy
14,560
+8
+0.1% +$82 0.06% 163
2017
Q2 		$136K Sell
14,552
-2,932
-17% -$26K 0.05% 170
2017
Q1 		$152K Sell
17,484
-1,644
-9% -$15.3K 0.06% 157
2016
Q4 		$175K Buy
+19,128
New +$174K 0.08% 148

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

Valley National Advisers's IBKR Position: Q2 2026 in Review

Valley National Advisers opened a new position in Interactive Brokers (IBKR) in Q2 2026: 8 shares worth $697. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in IBKR as recently as Q4 2025.

Valley National Advisers first reported a position in IBKR in Q4 2016 and has held it in 17 quarters since. The position peaked at $277K in Q2 2018. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Valley National Advisers held 8 shares of Interactive Brokers worth $697 as of Q2 2026.
  • Interactive Brokers was a new Valley National Advisers position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #919 holding.
  • Valley National Advisers first reported a position in Interactive Brokers in Q4 2016 and has held it in 17 quarters since.
  • Valley National Advisers's Interactive Brokers position peaked at $277K in Q2 2018.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.