VF
IBKR icon

Vest Financial’s Interactive Brokers IBKR Stock Holding History

Vest 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 		$9.06M Sell
104,107
-7,567
-7% -$630K 0.1% 170
2026
Q1 		$7.49M Buy
111,674
+7,636
+7% +$545K 0.09% 175
2025
Q4 		$6.69M Buy
104,038
+4,309
+4% +$288K 0.08% 171
2025
Q3 		$6.86M Buy
99,729
+34,867
+54% +$2.19M 0.09% 153
2025
Q2 		$3.59M Buy
64,862
+29,626
+84% +$1.41M 0.05% 214
2025
Q1 		$1.46M Buy
+35,236
New +$1.75M 0.02% 290

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

Vest Financial's IBKR Position: Q2 2026 in Review

Vest Financial reduced its Interactive Brokers (IBKR) stake by 6.8% in Q2 2026, selling an estimated $630K and leaving 104,107 shares worth $9.06M. The position accounts for 0.1% of the portfolio, ranked #170.

Vest Financial first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Vest Financial held 104,107 shares of Interactive Brokers worth $9.06M as of Q2 2026.
  • Vest Financial sold 7,567 Interactive Brokers shares in Q2 2026, an estimated $630K.
  • Interactive Brokers made up 0.1% of Vest Financial's portfolio in Q2 2026, its #170 holding.
  • Vest Financial first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.